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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,088 |
NOVA 401(K) ASSOCIATES4 years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $22,064 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $20,825 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,752 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,770 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,552 | $59,097-50.0% | $82,389-64.1% | $74,304-60.2% |
| Participation rate | 82.8% | 52.8%+30.0pp | 69.5%+13.2pp | 60.3%+22.4pp |
| Annual return | 14.80% | 22.85%-8.0pp | 28.67%-13.9pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,701 | $1,601+68.7% | $2,517+7.3% | $2,241+20.5% |
| Participant deferral / active EE | $4,355 | $2,775+56.9% | $4,155+4.8% | $3,767+15.6% |
| Admin fee / account holder | $259 | $4,489-94.2% | $7,231-96.4% | $2,969-91.3% |