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 52 · EIN 04-1590850 | Indirect Investment Fees | $41,585 |
Filed as: BERTHEL FISHER & CO INS INC Service code 53 · EIN 20-0129954 | Insurance Commissions | $16,528 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $11,590 |
NOVA 401(K) ASSOCIATES6 years Service code 13 · EIN 20-1181458 | Contract Administrator | $7,862 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,007 | $64,119-32.9% | $112,228-61.7% | $66,914-35.7% |
| Participation rate | 91.0% | 68.5%+22.5pp | 75.1%+15.9pp | 69.8%+21.2pp |
| Annual return | -15.13% | -13.81%-1.3pp | 27.45%-42.6pp | 1.58%-16.7pp |
| Employer contribution / active EE | $794 | $3,005-73.6% | $3,635-78.1% | $2,544-68.8% |
| Participant deferral / active EE | $1,873 | $3,693-49.3% | $4,728-60.4% | $4,237-55.8% |
| Admin fee / account holder | $309 | $625-50.5% | $6,410-95.2% | $593-47.9% |