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 |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1466678 510 N VALLEY MILLS DRIVE STE 400 · WACO, TX 76710 | Recordkeeping | $105,230 |
Service code 10 · EIN 85-4373220 2720 RUE DE JARDIN STE 300 · LAKE CHARLES, LA 70605 | Accounting | $12,850 |
NOVA 401(K) ASSOCIATES8+ years Filed as: NOVA 401K ASSOCIATES Service code 11 · EIN 20-1181458 10777 NORTHWEST FREEWAY STE 440 · HOUSTON, TX 77092 | Actuarial | $9,584 |
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 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -15.23% | -10.02%-5.2pp | -4.80%-10.4pp | -5.25%-10.0pp |
| Employer contribution / active EE | $6,802 | $10,293-33.9% | $30,897-78.0% | $15,166-55.1% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |