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 INC4 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $0 |
MOMENTA, INC1 year Filed as: MOMENTA, INC. Service code 49 · EIN 22-2000222 5201 GREAT AMERICAN PKWY · SANTA CLARA, CA 95054 | Other Services | $0 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 4019K) ASSOCIATES Service code 49 10777 NORTHWEST FWY · 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 | $98,489 | $91,372+7.8% | $129,995-24.2% | $74,419+32.3% |
| Participation rate | 72.9% | 77.8%-4.9pp | 78.5%-5.6pp | 70.7%+2.2pp |
| Annual return | 15.98% | 23.21%-7.2pp | -137.18%+153.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $3,464 | $2,563+35.1% | $4,320-19.8% | $2,637+31.3% |
| Participant deferral / active EE | $6,421 | $4,721+36.0% | $5,820+10.3% | $4,528+41.8% |
| Admin fee / account holder | $410 | $283+44.7% | $10,614-96.1% | $348+17.9% |