Filed December 29, 1
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 |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,479 |
Filed as: PENSIONMARK SECURITIES Service code 55 · EIN 84-0467907 24 E COTA STREET · SANTA BARBARA, CA 93101 | Other Commissions | $34,455 |
NOVA 401(K) ASSOCIATES4+ years Service code 13 · EIN 20-1181458 10777 NW FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $20,923 |
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 | $27,872 | $65,118-57.2% | $76,768-63.7% | $55,725-50.0% |
| Participation rate | 93.2% | 79.6%+13.5pp | 77.0%+16.2pp | 70.9%+22.3pp |
| Annual return | -2.35% | -1.27%-1.1pp | 2.43%-4.8pp | 244.93%-247.3pp |
| Employer contribution / active EE | $620 | $1,941-68.0% | $2,485-75.0% | $2,078-70.1% |
| Participant deferral / active EE | $2,600 | $3,688-29.5% | $3,852-32.5% | $3,356-22.5% |
| Admin fee / account holder | $169 | $116+45.9% | $6,675-97.5% | $115+46.8% |