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 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $32,987 |
NOVA 401(K) ASSOCIATES3 years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $11,220 |
Filed as: EMPOWER REITREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,128 |
Service code 64 · EIN 45-2750258 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,899 | $73,102+3.8% | $123,544-38.6% | $56,287+34.8% |
| Participation rate | 39.4% | 74.3%-34.9pp | 82.3%-42.9pp | 69.9%-30.4pp |
| Annual return | -6.79% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,351 | $2,977-54.6% | $4,628-70.8% | $2,111-36.0% |
| Participant deferral / active EE | $3,132 | $5,423-42.2% | $6,426-51.3% | $3,350-6.5% |
| Admin fee / account holder | $136 | $554-75.5% | $9,284-98.5% | $521-73.9% |