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 6-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 | $107,321 |
NFP RETIREMENT INC3+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $39,553 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,680 | $93,131-45.6% | $106,548-52.4% | $86,799-41.6% |
| Participation rate | 96.4% | 81.4%+15.0pp | 76.1%+20.3pp | 72.3%+24.1pp |
| Annual return | 16.34% | 19.45%-3.1pp | 26.80%-10.5pp | 97.91%-81.6pp |
| Employer contribution / active EE | $2,787 | $2,895-3.7% | $2,819-1.1% | $2,405+15.9% |
| Participant deferral / active EE | $5,953 | $4,708+26.4% | $4,398+35.4% | $4,131+44.1% |
| Admin fee / account holder | $184 | $145+26.7% | $7,407-97.5% | $170+8.4% |