Filed December 12, 2016
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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 |
|---|---|---|
NWK GROUP, INC.1 year Filed as: NWK GROUP INC Service code 26 · EIN 20-2154904 | Advisory (Participants) | $22,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,568 | $59,101+90.5% | $77,163+45.9% | $75,163+49.8% |
| Participation rate | 93.3% | 63.9%+29.4pp | 69.6%+23.7pp | 67.2%+26.1pp |
| Annual return | 14.83% | 26.71%-11.9pp | 37.87%-23.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $4,841 | $1,995+142.6% | $2,535+91.0% | $2,670+81.3% |
| Participant deferral / active EE | $9,362 | $2,999+212.2% | $3,833+144.2% | $4,125+127.0% |
| Admin fee / account holder | $108 | $4,774-97.7% | $5,472-98.0% | $5,651-98.1% |