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 3-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 13 · EIN 42-0127290 | Contract Administrator | $54,534 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 22 · EIN 13-4096969 6500 ROCK SPRING DR · BETHESDA, MD 20817 | Insurance Broker | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,548 | $106,028-65.5% | $146,958-75.1% | $77,643-52.9% |
| Participation rate | 91.0% | 78.4%+12.6pp | 82.2%+8.8pp | 70.6%+20.4pp |
| Annual return | 139.72% | 56.73%+83.0pp | 418.34%-278.6pp | 31.24%+108.5pp |
| Employer contribution / active EE | $2,619 | $4,063-35.5% | $4,933-46.9% | $2,726-3.9% |
| Participant deferral / active EE | $6,271 | $7,990-21.5% | $8,070-22.3% | $4,647+34.9% |
| Admin fee / account holder | $78 | $337-76.9% | $12,998-99.4% | $430-81.8% |