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 27 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $50,169 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $17,065 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 17 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Pension Consulting | $14,275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,177 | $162,322+27.0% | $135,903+51.7% | - |
| Participation rate | 85.9% | 71.5%+14.3pp | 81.9%+4.0pp | - |
| Annual return | 15.14% | 15.15%0pp | 68.23%-53.1pp | - |
| Employer contribution / active EE | $4,576 | $3,400+34.6% | $4,856-5.8% | - |
| Participant deferral / active EE | $3,602 | $5,722-37.0% | $7,758-53.6% | - |
| Admin fee / account holder | $404 | $23,877-98.3% | $10,762-96.2% | - |