Filed November 21, 2019 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $513,985 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $57,500 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $34,700 |
Filed as: CHARTWELL FINANCIAL ADVISORY, INC Service code 34 · EIN 36-4799908 | Valuation (appraisals, etc.); Other fees | $19,500 |
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 | $188,380 | $241,101-21.9% | $103,333+82.3% | $199,593-5.6% |
| Participation rate | 99.3% | 78.3%+21.0pp | 74.5%+24.8pp | 72.0%+27.3pp |
| Annual return | 15.10% | 17.80%-2.7pp | 24.88%-9.8pp | 34.25%-19.2pp |
| Employer contribution / active EE | $8,498 | $4,244+100.2% | $3,868+119.7% | $3,034+180.1% |
| Participant deferral / active EE | $10,509 | $3,958+165.5% | $5,057+107.8% | $5,087+106.6% |
| Admin fee / account holder | $115 | $288-60.0% | $8,355-98.6% | $269-57.2% |