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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $188,693 |
EDWARD JONES7 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $56,041 |
NOVA 401(K) ASSOCIATES5 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $24,220 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $10,706 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,911 | $126,111-46.9% | $142,449-53.0% | $80,160-16.5% |
| Participation rate | 92.5% | 87.5%+5.0pp | 76.8%+15.7pp | 72.9%+19.6pp |
| Annual return | 20.73% | 23.39%-2.7pp | 19.99%+0.7pp | 40.38%-19.7pp |
| Employer contribution / active EE | $4,799 | $6,430-25.4% | $4,847-1.0% | $2,978+61.2% |
| Participant deferral / active EE | $6,767 | $7,822-13.5% | $6,283+7.7% | $5,017+34.9% |
| Admin fee / account holder | $188 | $92+103.2% | $10,011-98.1% | $145+29.4% |