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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $205,135 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $124,494 |
Service code 31 · EIN 46-2919997 | Named fiduciary | $75,416 |
NOVA 401(K) ASSOCIATES3 years Service code 15 · EIN 20-1181458 | Recordkeeping | $56,164 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $25,558 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,723 | $48,166-7.1% | $96,562-53.7% | $93,030-51.9% |
| Participation rate | 78.6% | 65.1%+13.5pp | 69.8%+8.8pp | 73.9%+4.7pp |
| Annual return | 10.61% | 21.31%-10.7pp | 37.78%-27.2pp | 158.70%-148.1pp |
| Employer contribution / active EE | $1,103 | $1,070+3.1% | $2,356-53.2% | $2,706-59.2% |
| Participant deferral / active EE | $3,617 | $2,576+40.4% | $3,849-6.0% | $4,562-20.7% |
| Admin fee / account holder | $241 | $110+118.9% | $6,181-96.1% | $152+59.1% |