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 |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES IN Service code 37 · EIN 41-1486060 400 ROBERT ST. N · SAINT PAUL, MN 55101 | Loan Processing | $10,534 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,188 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,462 | $61,272+62.3% | $149,673-33.5% | $71,457+39.2% |
| Participation rate | 96.4% | 62.5%+33.9pp | 78.8%+17.7pp | 67.9%+28.5pp |
| Annual return | 26.19% | 35.85%-9.7pp | 134.42%-108.2pp | 28.85%-2.7pp |
| Employer contribution / active EE | $4,934 | $2,378+107.5% | $4,818+2.4% | $2,588+90.7% |
| Participant deferral / active EE | $5,029 | $2,917+72.4% | $5,680-11.5% | $4,289+17.3% |
| Admin fee / account holder | $17 | $1,261-98.7% | $13,210-99.9% | $1,587-99.0% |