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.6+ years Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $88,653 |
NOVA 401(K) ASSOCIATES6+ years Filed as: NOVA 401K ASSOCIATES Service code 11 · EIN 20-1181458 10777 NORTHWEST FREEWAY STE 440 · HOUSTON, TX 77092 | Actuarial | $9,150 |
Service code 10 · EIN 85-4373220 2720 RUE DE JARDIN STE 300 · LAKE CHARLES, LA 70605 | Accounting | $8,024 |
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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 15.79% | 20.91%-5.1pp | 793.01%-777.2pp | 627.08%-611.3pp |
| Employer contribution / active EE | $4,865 | $11,580-58.0% | $27,004-82.0% | $18,824-74.2% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |