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 10-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 |
|---|---|---|
Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 45307 | Contract Administrator | $519,450 |
Filed as: CETERA INVESTMENT ADVISERS, LLC Service code 13 · EIN 36-3258176 | Contract Administrator | $23,662 |
NOVA 401(K) ASSOCIATES2 years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $13,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,755 | $55,415+107.1% | $155,509-26.2% | $74,495+54.0% |
| Participation rate | 98.9% | 61.9%+37.0pp | 78.2%+20.7pp | 67.2%+31.7pp |
| Annual return | 20.70% | 268.50%-247.8pp | 64.67%-44.0pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $5,113 | $2,267+125.5% | $4,672+9.4% | $2,623+94.9% |
| Participant deferral / active EE | $6,064 | $2,836+113.8% | $5,626+7.8% | $4,346+39.5% |
| Admin fee / account holder | $20 | $1,738-98.9% | $15,912-99.9% | $1,942-99.0% |