Filed June 7, 2018
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 ADVISOR SERVICES, LLC Service code 99 · EIN 74-2794194 | Other Fees | $24,215 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,350 | $57,921+42.2% | $84,750-2.8% | $57,658+42.8% |
| Participation rate | 45.0% | 72.9%-28.0pp | 76.6%-31.6pp | 70.2%-25.3pp |
| Annual return | 10.78% | 10.24%+0.5pp | 22.78%-12.0pp | 5.13%+5.7pp |
| Employer contribution / active EE | $1,814 | $2,598-30.2% | $3,574-49.3% | $1,974-8.1% |
| Participant deferral / active EE | $4,131 | $2,742+50.7% | $3,712+11.3% | $3,061+35.0% |
| Admin fee / account holder | $74 | $130-42.8% | $5,332-98.6% | $95-21.5% |