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 49 · EIN 04-1590850 | Other Services | $14,303 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 13 | Contract Administrator | $7,686 |
NOVA 401(K) ASSOCIATES3 years 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.
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 | $23,273 | $72,658-68.0% | $127,761-81.8% | $67,579-65.6% |
| Participation rate | 96.2% | 80.0%+16.3pp | 79.0%+17.2pp | 71.3%+24.9pp |
| Annual return | 24.63% | 26.49%-1.9pp | 26.14%-1.5pp | 378.56%-353.9pp |
| Employer contribution / active EE | $4 | $3,988-99.9% | $4,574-99.9% | $2,148-99.8% |
| Participant deferral / active EE | $2,984 | $5,383-44.6% | $6,021-50.4% | $3,539-15.7% |
| Admin fee / account holder | $32 | $127-74.6% | $9,395-99.7% | $142-77.4% |