Filed January 6, 2025 (most recent of 2 filings on file)
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. Service code 26 · EIN 33-0905143 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Participants) | $32,197 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,280 | $40,174-19.6% | $84,015-61.6% | $67,579-52.2% |
| Participation rate | 46.1% | 62.7%-16.6pp | 69.0%-22.9pp | 71.3%-25.2pp |
| Annual return | 24.22% | 25.82%-1.6pp | 71.31%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,177 | $808+45.8% | $1,983-40.6% | $2,148-45.2% |
| Participant deferral / active EE | $1,993 | $2,301-13.4% | $3,239-38.5% | $3,539-43.7% |
| Admin fee / account holder | $195 | $128+51.9% | $6,101-96.8% | $142+37.0% |