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 INC4 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $45,000 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES IN Service code 16 · EIN 13-3745616 701 WINCHESTER AVE · WHITE PLAINS, NY 10604 | Consulting | $33,067 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $149,562 | $52,953+182.4% | $172,739-13.4% | $65,185+129.4% |
| Participation rate | 92.5% | 66.2%+26.3pp | 82.6%+9.9pp | 70.2%+22.3pp |
| Annual return | 19.48% | 30.12%-10.6pp | 802.84%-783.4pp | 29.38%-9.9pp |
| Employer contribution / active EE | $4,486 | $2,190+104.9% | $5,143-12.8% | $2,177+106.1% |
| Participant deferral / active EE | $2,992 | $2,471+21.1% | $5,198-42.4% | $3,514-14.8% |
| Admin fee / account holder | $452 | $472-4.1% | $13,954-96.8% | $847-46.6% |