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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,348 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,914 | $71,142+81.2% | $119,609+7.8% | $64,808+98.9% |
| Participation rate | 91.1% | 78.6%+12.5pp | 79.3%+11.9pp | 71.5%+19.6pp |
| Annual return | -16.58% | -10.01%-6.6pp | -14.97%-1.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $4,106 | $2,497+64.4% | $4,232-3.0% | $2,506+63.9% |
| Participant deferral / active EE | $6,216 | $4,490+38.4% | $5,602+11.0% | $4,310+44.2% |
| Admin fee / account holder | $63 | $162-61.3% | $10,323-99.4% | $188-66.6% |