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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,625 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $32,330 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $24,274 |
401K ADVISORS INC1+ years Filed as: 401K ADVISORS, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $18,875 |
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 | $108,534 | $55,516+95.5% | $75,781+43.2% | $59,188+83.4% |
| Participation rate | 98.6% | 73.6%+25.0pp | 75.8%+22.8pp | 69.4%+29.2pp |
| Annual return | 9.14% | -1.89%+11.0pp | 9.68%-0.5pp | 5.51%+3.6pp |
| Employer contribution / active EE | $2,106 | $2,604-19.1% | $3,323-36.6% | $2,098+0.4% |
| Participant deferral / active EE | $7,466 | $2,599+187.3% | $3,651+104.5% | $3,265+128.7% |
| Admin fee / account holder | $79 | $110-28.3% | $5,299-98.5% | $92-14.5% |