Filed May 4, 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 INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $100,854 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $36,984 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 16 · EIN 35-0966414 | Consulting | $19,140 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,240 | $95,274+11.5% | $135,903-21.8% | $74,419+42.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.45% | 32.77%-14.3pp | 68.23%-49.8pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,706 | $3,874-30.2% | $4,856-44.3% | $2,637+2.6% |
| Participant deferral / active EE | $8,816 | $7,782+13.3% | $7,758+13.6% | $4,528+94.7% |
| Admin fee / account holder | $315 | $266+18.3% | $10,762-97.1% | $348-9.5% |