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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,249 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,634 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401K ASSOCIATES Service code 13 · EIN 20-1181458 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Contract Administrator | $6,268 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,713 | $58,320-40.5% | $86,436-59.8% | $66,914-48.1% |
| Participation rate | 78.3% | 78.6%-0.3pp | 80.3%-2.0pp | 69.8%+8.5pp |
| Annual return | -14.79% | -9.71%-5.1pp | 4394.89%-4409.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,322 | $2,615+27.0% | $3,769-11.9% | $2,544+30.6% |
| Participant deferral / active EE | $6,088 | $6,899-11.8% | $6,952-12.4% | $4,237+43.7% |
| Admin fee / account holder | $150 | $546-72.5% | $6,731-97.8% | $593-74.7% |