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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.
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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 13 · EIN 42-0127290 | Contract Administrator | $46,695 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,289 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 · EIN 39-6037917 | Advisory (Plan) | $20,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,387 | $100,923+111.4% | $150,045+42.2% | $74,304+187.2% |
| Participation rate | 93.6% | 70.1%+23.6pp | 82.3%+11.3pp | 60.3%+33.3pp |
| Annual return | 14.24% | 51.77%-37.5pp | 62.55%-48.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $6,818 | $3,463+96.9% | $4,693+45.3% | $2,241+204.2% |
| Participant deferral / active EE | $10,389 | $6,709+54.8% | $7,997+29.9% | $3,767+175.8% |
| Admin fee / account holder | $642 | $2,767-76.8% | $13,435-95.2% | $2,969-78.4% |