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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $275,150 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 13 · EIN 33-0905143 | Contract Administrator | $35,376 |
NFP RETIREMENT INC2 years Filed as: NFP Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,912 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,587 | $81,908-15.0% | $90,749-23.3% | $64,808+7.4% |
| Participation rate | 88.6% | 80.5%+8.1pp | 75.7%+12.9pp | 71.5%+17.1pp |
| Annual return | -14.97% | -12.53%-2.4pp | -12.16%-2.8pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,150 | $3,065-62.5% | $2,921-60.6% | $2,506-54.1% |
| Participant deferral / active EE | $5,330 | $4,840+10.1% | $4,564+16.8% | $4,310+23.7% |
| Admin fee / account holder | $389 | $157+147.2% | $8,445-95.4% | $188+106.9% |