See peer percentile detail with Solo.
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 4-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 |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE500 7098 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $1,715 |
NOVA 401(K) ASSOCIATES1 year Service code 49 | Other Services | $1,343 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,964 | $45,031-62.3% | $84,966-80.0% | $77,643-78.2% |
| Participation rate | 42.1% | 48.7%-6.6pp | 67.5%-25.4pp | 70.6%-28.5pp |
| Annual return | 25.48% | 79.22%-53.7pp | 66.38%-40.9pp | 31.24%-5.8pp |
| Employer contribution / active EE | $1,957 | $1,609+21.6% | $2,727-28.3% | $2,726-28.2% |
| Participant deferral / active EE | $3,701 | $2,807+31.8% | $4,519-18.1% | $4,647-20.4% |
| Admin fee / account holder | $179 | $912-80.3% | $6,149-97.1% | $430-58.3% |