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 6-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,914 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 26 2800 POST OAK BLVD · HOUSTON, TX 77056 | Advisory (Participants) | $0 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES Service code 17 · EIN 20-1181458 | Pension Consulting | $0 |
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 | $105,212 | $66,310+58.7% | $93,606+12.4% | $65,185+61.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 19.05% | 42.58%-23.5pp | 32.76%-13.7pp | 29.38%-10.3pp |
| Employer contribution / active EE | $3,556 | $2,012+76.7% | $2,718+30.8% | $2,177+63.4% |
| Participant deferral / active EE | $5,554 | $3,342+66.2% | $4,069+36.5% | $3,514+58.1% |
| Admin fee / account holder | $43 | $6,897-99.4% | $7,888-99.5% | $847-94.9% |