Filed August 1, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 |
|---|---|---|
NWK GROUP, INC.3+ years Service code 49 · EIN 20-2154904 | Other Services | $52,075 |
SHEA LABAGH DOBBERSTEIN2 years Filed as: SHEA LABAGH DOBBERSTEIN CPA'S, INC. Service code 10 · EIN 94-2290202 | Accounting | $26,447 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,137 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $156,588 | $44,873+249.0% | $79,464+97.1% | $56,287+178.2% |
| Participation rate | 96.0% | 68.7%+27.2pp | 73.3%+22.6pp | 69.9%+26.1pp |
| Annual return | -3.63% | 0.81%-4.4pp | 718.14%-721.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $5,269 | $2,140+146.2% | $2,800+88.1% | $2,111+149.6% |
| Participant deferral / active EE | $10,380 | $2,746+278.0% | $3,704+180.2% | $3,350+209.9% |
| Admin fee / account holder | $271 | $418-35.2% | $5,113-94.7% | $521-48.0% |