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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $82,879 |
NOVA 401(K) ASSOCIATES5+ years Filed as: NOVA 401K ASSOCIATES Service code 11 · EIN 20-1181458 10777 NORTHWEST FREEWAY STE 440 · HOUSTON, TX 77092 | Actuarial | $7,700 |
STEVEN M. DEROUEN, CPA1 year Filed as: STEVEN M. DEROUEN & ASSOCIATES CPAS Service code 10 · EIN 80-0488055 2720 RUE DE JARDIN STE 300 · LAKE CHARLES, LA 70605 | Accounting | $7,608 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 20.21% | 15.46%+4.7pp | 18.06%+2.1pp | 16.32%+3.9pp |
| Employer contribution / active EE | $4,576 | $10,289-55.5% | $30,411-85.0% | $17,007-73.1% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |