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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,898 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $30,014 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES Service code 13 | Contract Administrator | $12,228 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,879 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NOTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $250 |
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 | $36,007 | $72,554-50.4% | $138,135-73.9% | $73,488-51.0% |
| Participation rate | 95.2% | 74.8%+20.3pp | 78.7%+16.5pp | 70.7%+24.5pp |
| Annual return | 17.86% | 17.50%+0.4pp | 20.51%-2.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $2,248 | $3,511-36.0% | $5,587-59.8% | $2,270-1.0% |
| Participant deferral / active EE | $6,378 | $4,908+29.9% | $6,431-0.8% | $3,740+70.5% |
| Admin fee / account holder | $202 | $464-56.6% | $11,856-98.3% | $513-60.7% |