Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,172 |
NOVA R WEALTH, INC.3 years Service code 27 · EIN 47-1338855 | Advisory (Plan) | $19,528 |
NOVA R WEALTH, INC.2 years Filed as: NOVA R WEALTH INC Service code 27 | Advisory (Plan) | $8 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,597 | $84,499-69.7% | $125,391-79.6% | $66,949-61.8% |
| Participation rate | 74.9% | 76.4%-1.5pp | 82.4%-7.5pp | 69.8%+5.1pp |
| Annual return | -3.73% | -8.49%+4.8pp | 572.41%-576.1pp | 1.57%-5.3pp |
| Employer contribution / active EE | $2,833 | $3,554-20.3% | $4,816-41.2% | $2,545+11.3% |
| Participant deferral / active EE | $6,242 | $6,785-8.0% | $7,448-16.2% | $4,239+47.2% |
| Admin fee / account holder | $249 | $685-63.6% | $10,009-97.5% | $594-58.0% |