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 6-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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,493 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 13 · EIN 20-1181458 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Contract Administrator | $5,696 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,029 | $66,813-40.1% | $100,516-60.2% | $73,488-45.5% |
| Participation rate | 77.8% | 77.5%+0.4pp | 79.4%-1.6pp | 70.7%+7.2pp |
| Annual return | 131.51% | 25.70%+105.8pp | 30.89%+100.6pp | 28.51%+103.0pp |
| Employer contribution / active EE | $2,842 | $2,147+32.4% | $3,418-16.8% | $2,270+25.2% |
| Participant deferral / active EE | $4,998 | $5,883-15.0% | $6,270-20.3% | $3,740+33.7% |
| Admin fee / account holder | $106 | $512-79.3% | $8,081-98.7% | $513-79.4% |