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 10-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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $43,209 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 53 · EIN 54-0910269 | Insurance Commissions | $15,360 |
NOVA 401(K) ASSOCIATES4 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 13 · EIN 20-1181458 | Contract Administrator | $1,390 |
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 | $48,224 | $69,362-30.5% | $101,248-52.4% | $73,488-34.4% |
| Participation rate | 82.5% | 68.4%+14.1pp | 75.8%+6.7pp | 70.7%+11.8pp |
| Annual return | 12.53% | 18.46%-5.9pp | 46.47%-33.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $996 | $2,628-62.1% | $3,660-72.8% | $2,270-56.1% |
| Participant deferral / active EE | $1,751 | $3,300-46.9% | $4,370-59.9% | $3,740-53.2% |
| Admin fee / account holder | $279 | $704-60.4% | $5,945-95.3% | $513-45.7% |