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 INC6 years Filed as: SECURITIES AMERICA Service code 55 · EIN 06-1375177 | Other Commissions | $50,522 |
NOVA 401(K) ASSOCIATES6 years Service code 49 · EIN 20-1181458 | Other Services | $14,280 |
AFS ADVISORS, LLC1 year Filed as: AFS Service code 99 · EIN 33-3000333 | Other Fees | $10,424 |
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 | $37,131 | $53,165-30.2% | $86,188-56.9% | $74,419-50.1% |
| Participation rate | 73.7% | 64.9%+8.8pp | 69.0%+4.7pp | 70.7%+2.9pp |
| Annual return | 18.22% | 22.64%-4.4pp | 1168.45%-1150.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,099 | $1,210-9.2% | $2,380-53.8% | $2,637-58.3% |
| Participant deferral / active EE | $2,670 | $3,234-17.5% | $3,985-33.0% | $4,528-41.0% |
| Admin fee / account holder | $179 | $551-67.6% | $6,852-97.4% | $348-48.6% |