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 |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Service code 99 · EIN 13-4071393 | Other Fees | $31,443 |
NOVA 401(K) ASSOCIATES5 years Service code 17 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Pension Consulting | $6,453 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,600 | $73,360-14.7% | $177,989-64.8% | $74,495-16.0% |
| Participation rate | 71.8% | 66.6%+5.2pp | 77.1%-5.3pp | 67.2%+4.6pp |
| Annual return | 15.66% | 17.49%-1.8pp | 294.48%-278.8pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,931 | $2,216+77.4% | $3,949-0.4% | $2,623+49.9% |
| Participant deferral / active EE | $7,378 | $4,513+63.5% | $6,276+17.6% | $4,346+69.8% |
| Admin fee / account holder | $56 | $1,808-96.9% | $10,363-99.5% | $1,942-97.1% |