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 |
|---|---|---|
Filed as: FIDUCIARY FIRST LLC Service code 16 · EIN 20-5582309 | Consulting | $61,086 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 16 · EIN 33-0905143 | Consulting | $20,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,338 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,481 | $99,957+60.5% | $149,696+7.2% | $73,488+118.4% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | 15.60% | 53.87%-38.3pp | 276.60%-261.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,943 | $3,191-39.1% | $4,644-58.2% | $2,270-14.4% |
| Participant deferral / active EE | $10,474 | $6,073+72.5% | $6,842+53.1% | $3,740+180.1% |
| Admin fee / account holder | $504 | $551-8.4% | $9,309-94.6% | $513-1.7% |