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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $39,310 |
Filed as: ADMINISTRATIVE FIDUCIARY SRVCS INC Service code 31 10777 NORTHWEST FRWY · HOUSTON, TX 77092 | Named fiduciary | $4,023 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES, LP Service code 13 10777 NORTHWEST FRWY · HOUSTON, TX 77092 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $128,091 | $89,739+42.7% | $149,718-14.4% | $62,292+105.6% |
| Participation rate | 91.0% | 85.1%+5.9pp | 87.1%+3.9pp | 69.5%+21.5pp |
| Annual return | 12.47% | 21.01%-8.5pp | 1501.63%-1489.2pp | 28.90%-16.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,266 | $4,797+30.6% | $6,569-4.6% | $3,169+97.7% |
| Admin fee / account holder | $752 | $551+36.5% | $11,283-93.3% | $479+57.0% |