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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 |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 15 · EIN 20-1181458 | Recordkeeping | $2,945 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,304 | $63,156-28.3% | $122,332-63.0% | $62,292-27.3% |
| Participation rate | 44.4% | 60.0%-15.6pp | 71.6%-27.2pp | 69.5%-25.1pp |
| Annual return | 19.53% | 20.61%-1.1pp | 30.27%-10.7pp | 28.90%-9.4pp |
| Employer contribution / active EE | $687 | $1,385-50.4% | $4,050-83.0% | $2,042-66.4% |
| Participant deferral / active EE | $1,823 | $2,321-21.5% | $3,287-44.5% | $3,169-42.5% |
| Admin fee / account holder | $33 | $440-92.5% | $5,478-99.4% | $479-93.1% |