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.8 years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $7,590 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$3,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,982 | $64,480+100.0% | $81,382+58.5% | $80,856+59.5% |
| Participation rate | 85.2% | 63.9%+21.4pp | 69.5%+15.7pp | 67.6%+17.6pp |
| Annual return | 12.97% | 16.34%-3.4pp | 24.73%-11.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,433 | $1,978+124.1% | $2,463+80.0% | $2,755+60.9% |
| Participant deferral / active EE | $9,229 | $3,094+198.3% | $3,883+137.7% | $4,296+114.8% |
| Admin fee / account holder | $34 | $5,671-99.4% | $5,768-99.4% | $6,918-99.5% |