Filed November 21, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $11,782 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,637 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,349 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,259 | $100,227-42.9% | $169,993-66.3% | $74,419-23.1% |
| Participation rate | 81.6% | 87.3%-5.8pp | 87.0%-5.4pp | 70.7%+10.8pp |
| Annual return | 21.94% | 66.08%-44.1pp | 53.37%-31.4pp | 34.38%-12.4pp |
| Employer contribution / active EE | $1,615 | $4,263-62.1% | $6,785-76.2% | $2,637-38.8% |
| Participant deferral / active EE | $4,772 | $7,143-33.2% | $10,408-54.2% | $4,528+5.4% |
| Admin fee / account holder | $26 | $234-88.8% | $12,815-99.8% | $348-92.4% |