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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $13,022 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401K ASSOCIATES Service code 13 | Contract Administrator | $0 |
NOVA 401(K) ASSOCIATES5 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,415 | $92,303-67.0% | $152,466-80.1% | $86,799-65.0% |
| Participation rate | 74.4% | 81.1%-6.7pp | 78.2%-3.8pp | 72.3%+2.1pp |
| Annual return | 14.14% | 531.69%-517.5pp | 757.33%-743.2pp | 97.91%-83.8pp |
| Employer contribution / active EE | $520 | $3,748-86.1% | $4,327-88.0% | $2,405-78.4% |
| Participant deferral / active EE | $2,747 | $5,599-50.9% | $5,820-52.8% | $4,131-33.5% |
| Admin fee / account holder | $33 | $150-78.2% | $15,805-99.8% | $170-80.7% |