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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.
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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $74,430 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $68,633 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $20,277 |
MILLIMAN, INC.1 year Filed as: GRANT MILLMAN & JOHNSON PC Service code 10 · EIN 38-2555519 | Accounting | $16,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,640 | $40,385-41.5% | $80,569-70.7% | $74,419-68.2% |
| Participation rate | 51.2% | 47.4%+3.8pp | 67.0%-15.8pp | 70.7%-19.6pp |
| Annual return | 30.92% | 164.85%-133.9pp | 935.43%-904.5pp | 34.38%-3.5pp |
| Employer contribution / active EE | $974 | $1,496-34.9% | $2,723-64.3% | $2,637-63.1% |
| Participant deferral / active EE | $2,217 | $2,674-17.1% | $4,447-50.2% | $4,528-51.0% |
| Admin fee / account holder | $196 | $720-72.8% | $5,377-96.4% | $348-43.7% |