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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,885 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,483 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401 (K) ASSOCIATES Service code 49 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Services | $6,430 |
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 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 | $123,567 | $69,362+78.1% | $101,248+22.0% | $73,488+68.1% |
| Participation rate | 96.7% | 68.4%+28.3pp | 75.8%+20.9pp | 70.7%+26.0pp |
| Annual return | 14.54% | 18.46%-3.9pp | 46.47%-31.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $5,546 | $2,628+111.0% | $3,660+51.6% | $2,270+144.3% |
| Participant deferral / active EE | $6,250 | $3,300+89.4% | $4,370+43.0% | $3,740+67.1% |
| Admin fee / account holder | $705 | $704+0.1% | $5,945-88.2% | $513+37.3% |