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 8-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 |
|---|---|---|
NOVA 401(K) ASSOCIATES7 years Service code 49 10777 NORTHWEST FRWY. · HOUSTON, TX 77092 | Other Services | $16,533 |
PRICEKUBECKA PLLC2 years Filed as: PRICEKUBECKA Service code 99 · EIN 75-2783674 | Other Fees | $12,500 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,442 | $81,248+330.1% | $155,509+124.7% | $80,856+332.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.86% | 33.31%-19.5pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $13,061 | $3,100+321.3% | $4,672+179.5% | $2,755+374.1% |
| Participant deferral / active EE | $11,763 | $3,452+240.8% | $5,626+109.1% | $4,296+173.8% |
| Admin fee / account holder | $1,390 | $7,997-82.6% | $15,912-91.3% | $6,918-79.9% |