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 9-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 15 · EIN 13-3689044 | Recordkeeping | $319,915 |
ELLSWORTH ADVISORS LLC6 years Filed as: ELLSWORTH ADVISORS, LLC Service code 27 · EIN 82-5501752 | Advisory (Plan) | $106,753 |
Service code 27 · EIN 46-2919997 | Advisory (Plan) | $28,057 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $24,500 |
NOVA 401(K) ASSOCIATES1 year Service code 15 · EIN 20-1181458 | Recordkeeping | $610 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,641 | $48,698-69.9% | $93,606-84.4% | $199,593-92.7% |
| Participation rate | 84.0% | 63.5%+20.4pp | 68.7%+15.3pp | 72.0%+12.0pp |
| Annual return | 14.36% | 15.34%-1.0pp | 133.20%-118.8pp | 34.25%-19.9pp |
| Employer contribution / active EE | $467 | $1,135-58.8% | $2,420-80.7% | $3,034-84.6% |
| Participant deferral / active EE | $4,501 | $2,817+59.8% | $4,411+2.0% | $5,087-11.5% |
| Admin fee / account holder | $164 | $195-15.7% | $8,285-98.0% | $269-38.8% |