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 27 · EIN 23-2969752 | Advisory (Plan) | $17,786 |
Filed as: TRASAMERICA RETIREMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $14,542 |
NOVA 401(K) ASSOCIATES1 year Service code 15 · EIN 20-1181458 | Recordkeeping | $2,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,813 | $203,209-71.6% | $159,436-63.7% | - |
| Participation rate | 94.9% | 77.0%+17.9pp | 82.8%+12.1pp | - |
| Annual return | 14.20% | 10.23%+4.0pp | 263.57%-249.4pp | - |
| Employer contribution / active EE | $2,887 | $2,919-1.1% | $4,829-40.2% | - |
| Participant deferral / active EE | $4,862 | $5,954-18.3% | $7,352-33.9% | - |
| Admin fee / account holder | $271 | $10,627-97.4% | $10,799-97.5% | - |