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.
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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 |
|---|---|---|
TURNER, STONE & COMPANY1 year Filed as: TURNER STONE & COMPANY Service code 13 · EIN 75-2608885 | Contract Administrator | $17,749 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,972 |
NOVA 401(K) ASSOCIATES6+ years Filed as: NOVA 401K ASSOCIATES Service code 13 · EIN 20-1181458 | Contract Administrator | $7,953 |
FORUSALL, INC.2 years Filed as: FORUSALL Service code 27 · EIN 46-1803145 | Advisory (Plan) | $7,024 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,087 | $86,286-72.1% | $111,297-78.4% | $85,850-71.9% |
| Participation rate | 70.4% | 73.3%-2.9pp | 77.3%-6.9pp | 69.3%+1.1pp |
| Annual return | 7.12% | 19.99%-12.9pp | 54.65%-47.5pp | 318.53%-311.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,382 | $3,641-62.0% | $4,487-69.2% | $3,952-65.0% |
| Admin fee / account holder | $411 | $8,188-95.0% | $7,964-94.8% | $6,260-93.4% |