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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $217,699 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $122,502 |
Service code 31 · EIN 46-2919997 | Named fiduciary | $103,080 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $87,270 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $23,336 |
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 | $37,588 | $39,973-6.0% | $79,550-52.7% | $77,904-51.8% |
| Participation rate | 78.5% | 64.6%+13.9pp | 69.5%+9.0pp | 73.7%+4.8pp |
| Annual return | -14.15% | 3.42%-17.6pp | 0.16%-14.3pp | 12.21%-26.4pp |
| Employer contribution / active EE | $1,038 | $1,088-4.6% | $2,413-57.0% | $2,848-63.6% |
| Participant deferral / active EE | $3,818 | $2,774+37.6% | $3,985-4.2% | $4,806-20.6% |
| Admin fee / account holder | $170 | $113+50.2% | $6,832-97.5% | $133+27.9% |