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 9-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · WAKE FOREST, NC 27609 | Advisory (Plan) | $46,432 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $27,792 |
NOVA 401(K) ASSOCIATES5+ years Service code 15 · EIN 20-1181458 | Recordkeeping | $13,972 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $11,355 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 | Recordkeeping | $1,613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,802 | $52,953+75.3% | $172,739-46.3% | $65,185+42.4% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+29.0pp |
| Annual return | 19.40% | 30.12%-10.7pp | 802.84%-783.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $5,567 | $2,190+154.2% | $5,143+8.2% | $2,177+155.8% |
| Participant deferral / active EE | $3,710 | $2,471+50.2% | $5,198-28.6% | $3,514+5.6% |
| Admin fee / account holder | $581 | $472+23.2% | $13,954-95.8% | $847-31.4% |