Filed December 12, 2016
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 10-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 |
|---|---|---|
NWK GROUP, INC.4 years Filed as: NWK GROUP, INC Service code 27 · EIN 20-2154904 | Advisory (Plan) | $19,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,681 | $50,666+96.7% | $76,817+29.8% | $65,185+52.9% |
| Participation rate | 65.6% | 68.8%-3.2pp | 72.1%-6.5pp | 70.2%-4.6pp |
| Annual return | 24.81% | 28.51%-3.7pp | 1166.11%-1141.3pp | 29.38%-4.6pp |
| Employer contribution / active EE | $2,554 | $1,575+62.2% | $2,302+10.9% | $2,177+17.3% |
| Participant deferral / active EE | $5,287 | $2,647+99.8% | $3,336+58.5% | $3,514+50.5% |
| Admin fee / account holder | $177 | $463-61.8% | $6,420-97.2% | $847-79.1% |