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 |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $43,130 |
NOVA 401(K) ASSOCIATES5+ years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $14,738 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,128 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,947 | $49,138-2.4% | $84,015-42.9% | $65,185-26.4% |
| Participation rate | 92.5% | 60.7%+31.8pp | 69.0%+23.5pp | 70.2%+22.3pp |
| Annual return | 16.92% | 23.00%-6.1pp | 71.31%-54.4pp | 29.38%-12.5pp |
| Employer contribution / active EE | $1,013 | $914+10.9% | $1,983-48.9% | $2,177-53.5% |
| Participant deferral / active EE | $4,886 | $2,397+103.8% | $3,239+50.9% | $3,514+39.0% |
| Admin fee / account holder | $111 | $543-79.5% | $6,101-98.2% | $847-86.9% |