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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $286,031 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $152,507 |
Service code 31 · EIN 46-2919997 | Named fiduciary | $133,975 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $115,479 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $37,153 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS LLC Service code 10 · EIN 44-0160260 | Accounting | $18,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,164 | $48,698-19.6% | $93,606-58.2% | $199,593-80.4% |
| Participation rate | 82.3% | 63.5%+18.8pp | 68.7%+13.6pp | 72.0%+10.3pp |
| Annual return | 13.27% | 15.34%-2.1pp | 133.20%-119.9pp | 34.25%-21.0pp |
| Employer contribution / active EE | $3,626 | $1,135+219.5% | $2,420+49.9% | $3,034+19.5% |
| Participant deferral / active EE | $1,091 | $2,817-61.3% | $4,411-75.3% | $5,087-78.6% |
| Admin fee / account holder | $269 | $195+37.9% | $8,285-96.8% | $2690% |