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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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $76,266 |
NOVA 401(K) ASSOCIATES4 years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $14,724 |
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 | $22,371 | $88,890-74.8% | $102,423-78.2% | $77,643-71.2% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.6pp |
| Annual return | 12.65% | 24.98%-12.3pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,074 | $2,698-60.2% | $3,023-64.5% | $2,726-60.6% |
| Participant deferral / active EE | $3,643 | $5,145-29.2% | $5,053-27.9% | $4,647-21.6% |
| Admin fee / account holder | $248 | $235+5.3% | $9,451-97.4% | $430-42.4% |