Filed April 7, 2016 (most recent of 2 filings on file)
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 7-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 year Filed as: NFP RETIREMENT Service code 99 · EIN 33-0905143 | Other Fees | $20,853 |
Filed as: PLAN DESIGN CONSULTANTS Service code 49 · EIN 94-2936206 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,511 | $72,607-51.1% | $90,749-60.9% | $66,914-46.9% |
| Participation rate | 41.8% | 73.7%-31.9pp | 75.7%-33.9pp | 69.8%-28.0pp |
| Annual return | -20.68% | -12.28%-8.4pp | -12.16%-8.5pp | 1.58%-22.3pp |
| Employer contribution / active EE | $1,292 | $2,369-45.5% | $2,921-55.8% | $2,544-49.2% |
| Participant deferral / active EE | $3,470 | $3,977-12.8% | $4,564-24.0% | $4,237-18.1% |
| Admin fee / account holder | $26 | $707-96.3% | $8,445-99.7% | $593-95.5% |