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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,458 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $7,614 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,730 | $82,664-18.1% | $125,339-46.0% | $68,494-1.1% |
| Participation rate | 98.9% | 75.0%+23.9pp | 82.4%+16.6pp | 67.9%+31.0pp |
| Annual return | -17.16% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,934 | $3,381+16.4% | $4,814-18.3% | $2,596+51.5% |
| Participant deferral / active EE | $9,381 | $6,110+53.5% | $7,446+26.0% | $4,027+132.9% |
| Admin fee / account holder | $219 | $6,275-96.5% | $10,010-97.8% | $5,403-95.9% |