Filed December 3, 2024
Total covered: 27 employees
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 |
|---|---|---|
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $59,921 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401(K) ASSCOIATES Service code 49 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Other Services | $18,499 |
Filed as: VOYA RETIREMENT INSURANCE CO Service code 49 · EIN 71-0294708 | Other Services | $18,499 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,714 | $86,225+1.7% | $146,665-40.2% | $86,799+1.1% |
| Participation rate | 70.8% | 78.0%-7.2pp | 80.1%-9.3pp | 72.3%-1.5pp |
| Annual return | 14.02% | 31.23%-17.2pp | 22.74%-8.7pp | 97.91%-83.9pp |
| Employer contribution / active EE | $2,268 | $2,392-5.2% | $4,136-45.2% | $2,405-5.7% |
| Participant deferral / active EE | $4,018 | $4,245-5.4% | $5,506-27.0% | $4,131-2.7% |
| Admin fee / account holder | $320 | $195+64.0% | $10,280-96.9% | $170+88.9% |