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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.
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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) ASSOCIATES1 year Service code 17 | Pension Consulting | $6,008 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 17 · EIN 20-1181458 10777 NW FREEWAY · HOUSTON, TX 77092 | Pension Consulting | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,441 | $56,503-58.5% | $70,092-66.6% | $64,808-63.8% |
| Participation rate | 55.8% | 70.5%-14.7pp | 70.5%-14.7pp | 71.5%-15.7pp |
| Annual return | -14.07% | -13.44%-0.6pp | 190.73%-204.8pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,251 | $2,046-38.8% | $2,559-51.1% | $2,506-50.1% |
| Participant deferral / active EE | $2,222 | $3,389-34.4% | $3,849-42.3% | $4,310-48.5% |
| Admin fee / account holder | $175 | $160+9.4% | $6,267-97.2% | $188-6.6% |