Filed November 30, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 Filed as: NOVA 401K ASSOCIATES, LP Service code 99 · EIN 20-1181458 10777 NORTHWEST FRWY · HOUSTON, TX 77092 | Other Fees | $17,077 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 P. O. BOX 99067 · HARTFORD, CT 06199 | Advisory (Participants) | $8,563 |
MORNINGSTAR1 year Service code 17 · EIN 36-3297902 | Pension Consulting | $5,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,343 | $34,242-52.3% | $76,523-78.6% | $75,289-78.3% |
| Participation rate | 7.9% | 43.9%-36.0pp | 68.0%-60.1pp | 72.4%-64.5pp |
| Annual return | -6.84% | -0.98%-5.9pp | -0.27%-6.6pp | -0.04%-6.8pp |
| Employer contribution / active EE | $98 | $975-90.0% | $2,647-96.3% | $2,405-95.9% |
| Participant deferral / active EE | $222 | $1,872-88.1% | $3,835-94.2% | $3,739-94.1% |
| Admin fee / account holder | $80 | $112-28.7% | $4,848-98.4% | $102-22.0% |