See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $159,596 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,000 |
Filed as: ABACUS RETIREMENT PLAN CONSULTING Service code 16 · EIN 47-1094214 | Consulting | $28,125 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $17,466 |
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 | $86,559 | $105,190-17.7% | $98,907-12.5% | $90,288-4.1% |
| Participation rate | 86.6% | 86.4%+0.3pp | 76.0%+10.6pp | 73.4%+13.3pp |
| Annual return | 14.07% | 18.52%-4.4pp | 196.43%-182.4pp | 53.97%-39.9pp |
| Employer contribution / active EE | $3,414 | $3,831-10.9% | $2,689+27.0% | $2,524+35.3% |
| Participant deferral / active EE | $4,257 | $5,616-24.2% | $4,244+0.3% | $4,232+0.6% |
| Admin fee / account holder | $194 | $97+99.6% | $6,642-97.1% | $114+70.3% |