Filed December 21, 2023
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 INC1 year Filed as: NFP RETIREMENT INC ADVISOR SERVICES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $73,750 |
JGD & ASSOCIATES LLP1 year Filed as: JGD AND ASSOCIATES LLP Service code 10 9191 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92122 | Accounting | $11,750 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $0 |
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 | $115,582 | $92,091+25.5% | $62,995+83.5% | $77,958+48.3% |
| Participation rate | 97.9% | 74.5%+23.4pp | 74.8%+23.1pp | 71.6%+26.2pp |
| Annual return | 19.24% | 16.23%+3.0pp | 87.57%-68.3pp | 20.87%-1.6pp |
| Employer contribution / active EE | $5,001 | $3,424+46.1% | $2,759+81.3% | $2,310+116.5% |
| Participant deferral / active EE | $5,500 | $3,361+63.6% | $3,329+65.2% | $3,537+55.5% |
| Admin fee / account holder | $55 | $48+14.1% | $3,600-98.5% | $97-43.8% |