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 8-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,986 |
Service code 55 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $14,213 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NW FRWY. · HOUSTON, TX 77092 | Contract Administrator | $11,243 |
Service code 55 777 SONTERRA BLVD · SAN ANTONIO, TX 78258 | Other Commissions | $5,606 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,909 | $41,647-76.2% | $96,139-89.7% | $86,799-88.6% |
| Participation rate | 71.7% | 50.2%+21.5pp | 68.4%+3.3pp | 72.3%-0.5pp |
| Annual return | 16.22% | 27.24%-11.0pp | 191.94%-175.7pp | 97.91%-81.7pp |
| Employer contribution / active EE | $4,122 | $1,318+212.8% | $2,797+47.4% | $2,405+71.4% |
| Participant deferral / active EE | $1,276 | $2,412-47.1% | $4,349-70.7% | $4,131-69.1% |
| Admin fee / account holder | $123 | $169-27.2% | $5,537-97.8% | $170-27.3% |