Filed September 8, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $36,918 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,289 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $17,944 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,495 | $50,458+4.0% | $159,960-67.2% | $64,808-19.0% |
| Participation rate | 91.9% | 68.0%+23.8pp | 78.0%+13.9pp | 71.5%+20.4pp |
| Annual return | -15.53% | -13.42%-2.1pp | 408.60%-424.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $780 | $1,722-54.7% | $4,226-81.5% | $2,506-68.9% |
| Participant deferral / active EE | $2,927 | $4,004-26.9% | $6,182-52.6% | $4,310-32.1% |
| Admin fee / account holder | $270 | $706-61.8% | $8,698-96.9% | $188+43.7% |