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 | $77,090 |
NOVA 401(K) ASSOCIATES5+ years Service code 13 · EIN 20-1181458 10777 NW FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $11,980 |
Filed as: PENSIONMARK SECURITIES Service code 55 · EIN 84-0467907 24 E COTA STREET · SANTA BARBARA, CA 93101 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,540 | $73,404-55.7% | $87,100-62.6% | $67,579-51.8% |
| Participation rate | 92.2% | 80.9%+11.4pp | 76.9%+15.4pp | 71.3%+21.0pp |
| Annual return | 18.87% | 48.29%-29.4pp | 28.19%-9.3pp | 378.56%-359.7pp |
| Employer contribution / active EE | $847 | $2,014-57.9% | $2,521-66.4% | $2,148-60.5% |
| Participant deferral / active EE | $2,844 | $3,913-27.3% | $4,049-29.8% | $3,539-19.6% |
| Admin fee / account holder | $202 | $142+42.8% | $7,497-97.3% | $142+42.1% |