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 5-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 |
|---|---|---|
CURAFIN ADVISORS1 year Service code 99 · EIN 11-1000111 | Other Fees | $15,989 |
NOVA 401(K) ASSOCIATES1 year Service code 99 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Fees | $13,916 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,215 | $46,292-75.8% | $143,757-92.2% | $64,808-82.7% |
| Participation rate | 86.2% | 64.2%+22.0pp | 80.3%+5.9pp | 71.5%+14.7pp |
| Annual return | 132.36% | -10.05%+142.4pp | -0.04%+132.4pp | 32.82%+99.5pp |
| Employer contribution / active EE | $1,271 | $1,910-33.5% | $4,951-74.3% | $2,506-49.3% |
| Participant deferral / active EE | $3,979 | $2,646+50.4% | $5,637-29.4% | $4,310-7.7% |
| Admin fee / account holder | $110 | $154-28.2% | $14,673-99.2% | $188-41.2% |