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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,702 |
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 | $165,623 | $129,021+28.4% | $184,203-10.1% | $77,643+113.3% |
| Participation rate | 95.0% | 87.3%+7.6pp | 86.8%+8.2pp | 70.6%+24.4pp |
| Annual return | 20.76% | 33.27%-12.5pp | 28.81%-8.1pp | 31.24%-10.5pp |
| Employer contribution / active EE | $6,067 | $4,413+37.5% | $6,427-5.6% | $2,726+122.6% |
| Participant deferral / active EE | $23,126 | $7,297+216.9% | $9,131+153.3% | $4,647+397.6% |
| Admin fee / account holder | $2 | $254-99.0% | $13,901-100.0% | $430-99.4% |