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 | $37,360 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $26,329 |
Service code 99 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Fees | $15,381 |
NOVA 401(K) ASSOCIATES3 years Service code 13 | Contract Administrator | $10,907 |
NOVA 401(K) ASSOCIATES4 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $9,434 |
Employer 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 | $12,525 | $78,419-84.0% | $133,956-90.6% | $73,409-82.9% |
| Participation rate | 91.8% | 78.6%+13.2pp | 79.8%+12.0pp | 72.2%+19.7pp |
| Annual return | 20.11% | 33.35%-13.2pp | 45.09%-25.0pp | 59.29%-39.2pp |
| Employer contribution / active EE | $551 | $2,044-73.1% | $3,919-86.0% | $2,234-75.4% |
| Participant deferral / active EE | $2,632 | $3,925-32.9% | $5,048-47.8% | $3,805-30.8% |
| Admin fee / account holder | $95 | $161-40.9% | $8,927-98.9% | $158-39.6% |