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 |
|---|---|---|
TIPP DISTRIBUTORS, INC.1 year Service code 99 · EIN 22-2000222 | Other Fees | $28,167 |
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $0 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401(K) ASSCOIATES Service code 49 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,126 | $71,142+8.4% | $119,609-35.5% | $64,808+19.0% |
| Participation rate | 76.5% | 78.6%-2.1pp | 79.3%-2.8pp | 71.5%+5.0pp |
| Annual return | -15.26% | -10.01%-5.2pp | -14.97%-0.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,726 | $2,497+9.2% | $4,232-35.6% | $2,506+8.8% |
| Participant deferral / active EE | $4,759 | $4,490+6.0% | $5,602-15.1% | $4,310+10.4% |
| Admin fee / account holder | $461 | $162+184.1% | $10,323-95.5% | $188+145.3% |