Filed May 13, 2025
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 INC5 years Filed as: SECURITIES AMERICA Service code 55 · EIN 06-1375177 | Other Commissions | $49,382 |
NOVA 401(K) ASSOCIATES5 years Service code 49 · EIN 20-1181458 | Other Services | $19,374 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,407 | $42,353-21.1% | $79,550-58.0% | $64,808-48.5% |
| Participation rate | 78.0% | 64.8%+13.2pp | 69.5%+8.5pp | 71.5%+6.5pp |
| Annual return | -16.15% | -12.24%-3.9pp | 0.16%-16.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,140 | $1,181-3.4% | $2,413-52.7% | $2,506-54.5% |
| Participant deferral / active EE | $2,730 | $3,170-13.9% | $3,985-31.5% | $4,310-36.7% |
| Admin fee / account holder | $236 | $160+47.7% | $6,832-96.6% | $188+25.5% |