See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
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 |
|---|---|---|
COTTONWOOD ADVISORS, LLC3 years Filed as: COTTONWOOD VENTURES, LLC Service code 99 · EIN 46-2197474 | Other Fees | $30,792 |
NOVA 401(K) ASSOCIATES2 years Service code 49 · EIN 20-1181458 | Other Services | $16,577 |
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 | $54,431 | $100,923-46.1% | $150,045-63.7% | $74,304-26.7% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.3%+15.2pp | 60.3%+37.1pp |
| Annual return | 20.38% | 51.77%-31.4pp | 62.55%-42.2pp | 29.43%-9.0pp |
| Employer contribution / active EE | $4,506 | $3,463+30.1% | $4,693-4.0% | $2,241+101.0% |
| Participant deferral / active EE | $7,082 | $6,709+5.5% | $7,997-11.4% | $3,767+88.0% |
| Admin fee / account holder | $81 | $2,767-97.1% | $13,435-99.4% | $2,969-97.3% |