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 INC2 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Participants) | $41,136 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,518 |
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 | $41,409 | $64,286-35.6% | $90,951-54.5% | $73,409-43.6% |
| Participation rate | 54.7% | 63.6%-8.9pp | 69.0%-14.3pp | 72.2%-17.5pp |
| Annual return | 16.22% | 21.45%-5.2pp | 134.60%-118.4pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,484 | $895+65.9% | $2,122-30.1% | $2,234-33.6% |
| Participant deferral / active EE | $2,609 | $2,453+6.4% | $3,373-22.6% | $3,805-31.4% |
| Admin fee / account holder | $223 | $287-22.4% | $5,959-96.3% | $158+41.1% |