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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $60,188 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES LLC Service code 99 · EIN 74-2794194 | Other Fees | $35,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,401 | $60,545+13.0% | $92,233-25.8% | $69,631-1.8% |
| Participation rate | 51.6% | 72.2%-20.6pp | 76.5%-24.9pp | 70.7%-19.1pp |
| Annual return | 21.44% | 19.71%+1.7pp | 176.28%-154.8pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $1,554 | $2,633-41.0% | $3,679-57.8% | $2,032-23.5% |
| Participant deferral / active EE | $4,319 | $2,828+52.7% | $3,897+10.8% | $3,224+34.0% |
| Admin fee / account holder | $237 | $145+63.7% | $5,194-95.4% | $110+114.6% |