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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $36,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,855 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,868 | $30,979-55.2% | $67,711-79.5% | $59,188-76.6% |
| Participation rate | 40.2% | 40.5%-0.3pp | 67.5%-27.3pp | 69.4%-29.2pp |
| Annual return | -0.71% | -1.74%+1.0pp | 25.41%-26.1pp | 5.51%-6.2pp |
| Employer contribution / active EE | $1,236 | $807+53.1% | $2,559-51.7% | $2,098-41.1% |
| Participant deferral / active EE | $447 | $1,603-72.1% | $3,585-87.5% | $3,265-86.3% |
| Admin fee / account holder | $43 | $81-47.0% | $4,255-99.0% | $92-53.4% |