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 |
|---|---|---|
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC. Service code 28 120 VANTIS STREET · ALISO VIEJO, CA 92656 | Investment Management | $35,000 |
PLANTE & MORAN, PLLC4 years Service code 10 8181 E TUFTS AVENUE · DENVER, CO 80237 | Accounting | $23,200 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,251 |
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 | $38,306 | $47,898-20.0% | $117,472-67.4% | $64,808-40.9% |
| Participation rate | 84.8% | 61.9%+22.9pp | 70.6%+14.2pp | 71.5%+13.3pp |
| Annual return | -16.78% | -15.54%-1.2pp | 29.74%-46.5pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,568 | $1,774-11.6% | $4,176-62.4% | $2,506-37.4% |
| Participant deferral / active EE | $2,954 | $3,151-6.2% | $4,070-27.4% | $4,310-31.5% |
| Admin fee / account holder | $99 | $132-24.6% | $5,645-98.2% | $188-47.1% |