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 5-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 15 · EIN 13-3689044 | Recordkeeping | $26,706 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $19,252 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $15,904 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,585 | $56,767-84.9% | $101,794-91.6% | $85,563-90.0% |
| Participation rate | 91.7% | 57.6%+34.1pp | 69.2%+22.5pp | 66.0%+25.7pp |
| Annual return | 22.76% | 17.76%+5.0pp | 30.53%-7.8pp | 31.51%-8.8pp |
| Employer contribution / active EE | $489 | $1,112-56.0% | $2,289-78.6% | $2,654-81.6% |
| Participant deferral / active EE | $2,779 | $2,720+2.2% | $4,084-31.9% | $4,375-36.5% |
| Admin fee / account holder | $64 | $1,098-94.2% | $8,777-99.3% | $834-92.3% |