See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 51 801 NORTH ORANGE AVENUE · ORLANDO, FL 32801 | Investment Mgmt Fees | $46,852 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $202,986-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.9%-26.9pp | 3.6%-3.6pp |
| Annual return | 6.72% | 11.88%-5.2pp | 2.04%+4.7pp | 11.88%-5.2pp |
| Employer contribution / active EE | $2,989 | $14,612-79.5% | $57,418-94.8% | $14,612-79.5% |
| Participant deferral / active EE | $0 | $518-100.0% | $123-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $255,353-100.0% | $637-100.0% |