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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,306 |
NOVA 401(K) ASSOCIATES4+ years Service code 13 | Contract Administrator | $6,120 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,189 | $33,067-93.4% | $76,523-97.1% | $56,287-96.1% |
| Participation rate | 71.7% | 55.4%+16.3pp | 68.0%+3.7pp | 69.9%+1.9pp |
| Annual return | -7.54% | 2.72%-10.3pp | -0.27%-7.3pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,003 | $1,200-16.4% | $2,647-62.1% | $2,111-52.5% |
| Participant deferral / active EE | $306 | $2,240-86.3% | $3,835-92.0% | $3,350-90.9% |
| Admin fee / account holder | $74 | $537-86.3% | $4,848-98.5% | $521-85.8% |