Filed May 21, 2018
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,173 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,114 |
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 | $91,755 | $84,936+8.0% | $111,297-17.6% | $79,386+15.6% |
| Participation rate | 87.6% | 75.9%+11.7pp | 77.3%+10.3pp | 70.7%+16.9pp |
| Annual return | 12.07% | 17.45%-5.4pp | 54.65%-42.6pp | 116.85%-104.8pp |
| Employer contribution / active EE | $3,549 | $1,979+79.3% | $2,731+29.9% | $2,427+46.2% |
| Participant deferral / active EE | $7,689 | $3,888+97.8% | $4,487+71.4% | $4,046+90.1% |
| Admin fee / account holder | $293 | $537-45.4% | $7,964-96.3% | $626-53.2% |