Filed August 4, 2021 (most recent of 3 filings on file)
Total covered: 7 employees
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 INC8 years Filed as: NFP RETIREMENT INC. Service code 16 | Consulting | $23,090 |
THE RYDING COMPANY1 year Service code 15 · EIN 95-3497679 2659 TOWNSGATE RD STE 101 · WESTLAKE VILLAGE, CA 91361 | Recordkeeping | $5,375 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $4,505 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,266 | $50,982-34.7% | $154,803-78.5% | $85,563-61.1% |
| Participation rate | 21.9% | 59.8%-37.9pp | 78.1%-56.2pp | 66.0%-44.1pp |
| Annual return | 9.78% | 30.35%-20.6pp | 58.88%-49.1pp | 31.51%-21.7pp |
| Employer contribution / active EE | $206 | $1,708-88.0% | $4,305-95.2% | $2,654-92.2% |
| Participant deferral / active EE | $747 | $2,474-69.8% | $5,540-86.5% | $4,375-82.9% |
| Admin fee / account holder | $91 | $846-89.3% | $14,329-99.4% | $834-89.1% |