Filed September 23, 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+ years Filed as: NFP SECURITIES INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $39,627 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,782 |
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 | $58,960 | $68,413-13.8% | $123,104-52.1% | $55,191+6.8% |
| Participation rate | 88.0% | 84.5%+3.5pp | 86.8%+1.2pp | 69.2%+18.8pp |
| Annual return | 0.39% | 6.30%-5.9pp | 13.22%-12.8pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,426 | $3,050-53.2% | $5,151-72.3% | $1,899-24.9% |
| Participant deferral / active EE | $6,828 | $4,490+52.1% | $6,230+9.6% | $3,046+124.1% |
| Admin fee / account holder | $95 | $88+8.2% | $9,015-98.9% | $91+4.7% |