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) | $48,428 |
NOVA 401(K) ASSOCIATES7+ years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $7,731 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,459 |
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 | $52,824 | $50,956+3.7% | $96,562-45.3% | $86,799-39.1% |
| Participation rate | 92.1% | 65.2%+26.9pp | 69.8%+22.3pp | 72.3%+19.9pp |
| Annual return | 14.58% | 21.27%-6.7pp | 37.78%-23.2pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,395 | $1,111+25.6% | $2,356-40.8% | $2,405-42.0% |
| Participant deferral / active EE | $4,737 | $2,954+60.4% | $3,849+23.1% | $4,131+14.7% |
| Admin fee / account holder | $55 | $166-66.8% | $6,181-99.1% | $170-67.5% |