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 8-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 |
|---|---|---|
NOVA 401(K) ASSOCIATES6 years Service code 49 10777 NORTHWEST FRWY. · HOUSTON, TX 77092 | Other Services | $15,048 |
PRICEKUBECKA PLLC1 year Filed as: PRICEKUBECKA Service code 99 · EIN 33-3000333 | Other Fees | $8,750 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,130 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $274,220 | $77,899+252.0% | $149,673+83.2% | $75,163+264.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.75% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $12,245 | $3,137+290.3% | $4,818+154.2% | $2,670+358.6% |
| Participant deferral / active EE | $11,149 | $3,411+226.8% | $5,680+96.3% | $4,125+170.3% |
| Admin fee / account holder | $1,109 | $5,956-81.4% | $13,210-91.6% | $5,651-80.4% |