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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $126,841 |
Filed as: RAYMOND JAMES & ASSOCIATES , INC. Service code 27 | Advisory (Plan) | $33,034 |
NOVA 401(K) ASSOCIATES3 years Service code 13 · EIN 20-1181458 | Contract Administrator | $15,855 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,837 | $45,031-7.1% | $84,966-50.8% | $77,643-46.1% |
| Participation rate | 84.5% | 48.7%+35.8pp | 67.5%+17.0pp | 70.6%+13.9pp |
| Annual return | 12.36% | 79.22%-66.9pp | 66.38%-54.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,131 | $1,609-29.7% | $2,727-58.5% | $2,726-58.5% |
| Participant deferral / active EE | $3,800 | $2,807+35.4% | $4,519-15.9% | $4,647-18.2% |
| Admin fee / account holder | $243 | $912-73.4% | $6,149-96.1% | $430-43.6% |