See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $94,289 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 16 · EIN 33-0905143 | Consulting | $24,839 |
Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 10 · EIN 95-4345526 | Accounting | $8,703 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,646 | $46,173+44.3% | $170,442-60.9% | $69,631-4.3% |
| Participation rate | 82.2% | 63.9%+18.3pp | 83.6%-1.4pp | 70.7%+11.5pp |
| Annual return | 18.76% | 21.62%-2.9pp | 205.93%-187.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,852 | $1,610+15.1% | $5,433-65.9% | $2,032-8.9% |
| Participant deferral / active EE | $3,069 | $2,080+47.5% | $4,939-37.9% | $3,224-4.8% |
| Admin fee / account holder | $348 | $116+200.5% | $13,880-97.5% | $110+215.6% |