Filed August 10, 2017
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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $318,811 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 72 · EIN 33-0905143 | Other fees; Other investment fees and... | $66,240 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,981 | $44,007-81.9% | $154,107-94.8% | $68,904-88.4% |
| Participation rate | 98.2% | 70.0%+28.1pp | 83.0%+15.1pp | 74.1%+24.0pp |
| Annual return | -9.58% | 8.15%-17.7pp | 735.12%-744.7pp | 1.07%-10.7pp |
| Employer contribution / active EE | $1,629 | $1,732-5.9% | $5,298-69.2% | $2,540-35.9% |
| Participant deferral / active EE | $2,089 | $2,813-25.8% | $5,081-58.9% | $4,015-48.0% |
| Admin fee / account holder | $56 | $65-12.8% | $13,411-99.6% | $71-20.8% |