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 SECURITIES INC Service code 55 · EIN 74-2794194 | Other Commissions | $30,304 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,497 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,383 | $71,192-11.0% | $117,854-46.2% | $62,292+1.8% |
| Participation rate | 72.1% | 74.2%-2.1pp | 79.7%-7.6pp | 69.5%+2.6pp |
| Annual return | 12.59% | 18.66%-6.1pp | 335.08%-322.5pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,391 | $1,934-28.1% | $3,786-63.3% | $2,042-31.9% |
| Participant deferral / active EE | $4,848 | $3,189+52.0% | $4,482+8.2% | $3,169+53.0% |
| Admin fee / account holder | $20 | $587-96.6% | $8,020-99.7% | $479-95.8% |