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) | $46,875 |
JGD & ASSOCIATES LLP1 year Filed as: JGD & ASSOCIATES, LLP Service code 10 9191 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92122 | Accounting | $20,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $720 |
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 | $109,598 | $87,173+25.7% | $59,878+83.0% | $75,289+45.6% |
| Participation rate | 97.2% | 74.5%+22.7pp | 74.7%+22.5pp | 72.4%+24.7pp |
| Annual return | -4.27% | -2.14%-2.1pp | 3.46%-7.7pp | -0.04%-4.2pp |
| Employer contribution / active EE | $5,224 | $3,473+50.4% | $2,722+91.9% | $2,405+117.2% |
| Participant deferral / active EE | $5,842 | $3,379+72.9% | $3,402+71.7% | $3,739+56.3% |
| Admin fee / account holder | $42 | $75-44.1% | $3,590-98.8% | $102-59.2% |