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 INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $72,215 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $55,100 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,632 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,544 | $56,638+8.7% | $169,368-63.7% | $74,419-17.3% |
| Participation rate | 92.0% | 67.5%+24.5pp | 77.1%+14.9pp | 70.7%+21.3pp |
| Annual return | 15.56% | 24.75%-9.2pp | 405.60%-390.0pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,103 | $2,027-45.6% | $4,013-72.5% | $2,637-58.2% |
| Participant deferral / active EE | $3,913 | $4,223-7.3% | $6,221-37.1% | $4,528-13.6% |
| Admin fee / account holder | $297 | $307-3.0% | $9,003-96.7% | $348-14.5% |