Filed May 21, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,822 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $17,966 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,841 | $73,638+16.6% | $95,952-10.5% | $73,488+16.8% |
| Participation rate | 90.2% | 76.2%+14.1pp | 77.1%+13.1pp | 70.7%+19.5pp |
| Annual return | 13.85% | 16.78%-2.9pp | 91.61%-77.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $3,268 | $1,863+75.4% | $2,541+28.6% | $2,270+44.0% |
| Participant deferral / active EE | $6,792 | $3,617+87.8% | $4,167+63.0% | $3,740+81.6% |
| Admin fee / account holder | $243 | $482-49.6% | $6,795-96.4% | $513-52.7% |