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) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $9,849 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,794 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $1,108 |
Filed as: MERRILL LYNCH LIFE AGY Service code 55 · EIN 13-5674085 | Other Commissions | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,558 | $53,018-51.8% | $70,014-63.5% | $62,891-59.4% |
| Participation rate | 96.2% | 67.2%+28.9pp | 71.8%+24.3pp | 69.3%+26.8pp |
| Annual return | 5.41% | 13.35%-7.9pp | 12.99%-7.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,563 | $1,799-13.1% | $2,338-33.2% | $2,281-31.5% |
| Participant deferral / active EE | $2,764 | $2,395+15.4% | $2,931-5.7% | $3,203-13.7% |
| Admin fee / account holder | $51 | $3,690-98.6% | $4,380-98.8% | $4,296-98.8% |