See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 17 · EIN 20-1181458 10777 NW FREEWAY · HOUSTON, TX 77092 | Pension Consulting | $2,827 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,789 | $80,753-45.8% | $136,294-67.9% | $62,292-29.7% |
| Participation rate | 53.2% | 73.5%-20.3pp | 81.9%-28.7pp | 69.5%-16.3pp |
| Annual return | 24.62% | 35.83%-11.2pp | 5155.94%-5131.3pp | 28.90%-4.3pp |
| Employer contribution / active EE | $1,591 | $2,884-44.8% | $4,695-66.1% | $2,042-22.1% |
| Participant deferral / active EE | $3,354 | $5,164-35.0% | $6,247-46.3% | $3,169+5.8% |
| Admin fee / account holder | $41 | $525-92.3% | $9,243-99.6% | $479-91.5% |