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.5+ years Filed as: NWK GROUP Service code 49 · EIN 20-2154904 | Other Services | $57,716 |
Filed as: SHEA LABAGH DOBBERSTEIN, CPAS INC Service code 10 · EIN 94-2290202 | Accounting | $16,494 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,430 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $231,217 | $66,124+249.7% | $90,404+155.8% | $73,488+214.6% |
| Participation rate | 98.2% | 69.7%+28.5pp | 72.7%+25.5pp | 70.7%+27.5pp |
| Annual return | 16.90% | 17.65%-0.8pp | 1293.02%-1276.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $5,954 | $2,346+153.7% | $3,262+82.5% | $2,270+162.3% |
| Participant deferral / active EE | $12,199 | $3,039+301.4% | $3,963+207.8% | $3,740+226.2% |
| Admin fee / account holder | $269 | $396-32.1% | $5,611-95.2% | $513-47.5% |