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) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES, LP Service code 99 · EIN 20-1181458 10777 NORTHWEST FRWY · HOUSTON, TX 77092 | Other Fees | $19,383 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 P. O. BOX 99067 · HARTFORD, CT 06199 | Advisory (Participants) | $9,692 |
MORNINGSTAR2 years Service code 17 · EIN 36-3297902 | Pension Consulting | $4,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,184 | $41,617-49.1% | $84,611-75.0% | $77,787-72.8% |
| Participation rate | 4.5% | 45.0%-40.5pp | 68.2%-63.7pp | 73.2%-68.7pp |
| Annual return | 28.80% | 24.97%+3.8pp | 258.74%-229.9pp | 32.57%-3.8pp |
| Employer contribution / active EE | $117 | $1,061-89.0% | $2,652-95.6% | $2,504-95.3% |
| Participant deferral / active EE | $295 | $2,129-86.1% | $3,899-92.4% | $3,967-92.6% |
| Admin fee / account holder | $81 | $121-33.1% | $4,912-98.4% | $100-19.1% |