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 INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $87,626 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,073 |
KSDT & CO, LLC.1 year Filed as: KSDT CPA Service code 10 · EIN 26-0547877 | Accounting | $15,000 |
KSDT & CO, LLC.1 year Filed as: KSDT, CPA Service code 10 · EIN 20-5471435 | Accounting | $15,000 |
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 | $66,544 | $62,624+6.3% | $177,989-62.6% | $77,643-14.3% |
| Participation rate | 91.8% | 66.8%+25.0pp | 77.1%+14.7pp | 70.6%+21.2pp |
| Annual return | 15.26% | 16.16%-0.9pp | 294.48%-279.2pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,045 | $1,909-45.3% | $3,949-73.5% | $2,726-61.7% |
| Participant deferral / active EE | $3,597 | $4,219-14.7% | $6,276-42.7% | $4,647-22.6% |
| Admin fee / account holder | $276 | $386-28.4% | $10,363-97.3% | $430-35.8% |