Filed June 2, 2026 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $132,200 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,346 |
Employer contribution per participant 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 | $84,718 | $91,372-7.3% | $129,995-34.8% | $74,419+13.8% |
| Participation rate | 91.3% | 77.8%+13.5pp | 78.5%+12.8pp | 70.7%+20.6pp |
| Annual return | 18.45% | 23.21%-4.8pp | -137.18%+155.6pp | 34.38%-15.9pp |
| Employer contribution / active EE | $68 | $2,563-97.4% | $4,320-98.4% | $2,637-97.4% |
| Participant deferral / active EE | $5,592 | $4,721+18.5% | $5,820-3.9% | $4,528+23.5% |
| Admin fee / account holder | $211 | $283-25.5% | $10,614-98.0% | $348-39.3% |