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) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $14,729 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,315 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,447 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,020 | $129,021-58.9% | $184,203-71.2% | $77,643-31.7% |
| Participation rate | 85.8% | 87.3%-1.5pp | 86.8%-1.0pp | 70.6%+15.3pp |
| Annual return | 14.45% | 33.27%-18.8pp | 28.81%-14.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,102 | $4,413-75.0% | $6,427-82.8% | $2,726-59.6% |
| Participant deferral / active EE | $4,584 | $7,297-37.2% | $9,131-49.8% | $4,647-1.4% |
| Admin fee / account holder | $36 | $254-85.7% | $13,901-99.7% | $430-91.6% |