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 INC4 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Participants) | $53,798 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $4,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,194 | $42,353+6.7% | $79,550-43.2% | $64,808-30.3% |
| Participation rate | 55.1% | 64.8%-9.7pp | 69.5%-14.4pp | 71.5%-16.4pp |
| Annual return | -18.58% | -12.24%-6.3pp | 0.16%-18.7pp | 32.82%-51.4pp |
| Employer contribution / active EE | $1,568 | $1,181+32.8% | $2,413-35.0% | $2,506-37.4% |
| Participant deferral / active EE | $2,893 | $3,170-8.7% | $3,985-27.4% | $4,310-32.9% |
| Admin fee / account holder | $264 | $160+65.5% | $6,832-96.1% | $188+40.6% |