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 7-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 INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $33,209 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,034 | $62,132+33.6% | $185,823-55.3% | $73,488+13.0% |
| Participation rate | 54.5% | 67.8%-13.3pp | 78.0%-23.5pp | 70.7%-16.2pp |
| Annual return | 13.07% | 20.44%-7.4pp | 35.95%-22.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,638 | $1,681-2.6% | $4,087-59.9% | $2,270-27.9% |
| Participant deferral / active EE | $3,352 | $3,711-9.7% | $5,632-40.5% | $3,740-10.4% |
| Admin fee / account holder | $101 | $419-75.9% | $9,500-98.9% | $513-80.4% |