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 |
|---|---|---|
NOVA 401(K) ASSOCIATES5+ years Service code 13 · EIN 20-1181458 | Contract Administrator | $16,619 |
Service code 49 · EIN 04-1590850 | Other Services | $7,798 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $0 |
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 | $94,185 | $67,703+39.1% | $127,761-26.3% | $65,185+44.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 22.26% | 24.36%-2.1pp | 26.14%-3.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $14,666 | $3,724+293.9% | $4,574+220.6% | $2,177+573.8% |
| Participant deferral / active EE | $7,580 | $4,787+58.3% | $6,021+25.9% | $3,514+115.7% |
| Admin fee / account holder | $31 | $618-95.0% | $9,395-99.7% | $847-96.3% |