Filed June 24, 2024 (most recent of 6 filings on file)
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 Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $55,004 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,352 |
Service code 10 100 N FIRST ST STE 202 · BURBANK, CA 91502 | Accounting | $10,642 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $63,162 | $88,515-28.6% | $162,163-61.1% | $67,579-6.5% |
| Participation rate | 96.2% | 86.8%+9.4pp | 87.6%+8.6pp | 71.3%+24.9pp |
| Annual return | 25.10% | 27.04%-1.9pp | 115.59%-90.5pp | 378.56%-353.5pp |
| Employer contribution / active EE | $2,727 | $3,563-23.5% | $5,614-51.4% | $2,148+27.0% |
| Participant deferral / active EE | $4,267 | $5,724-25.5% | $7,298-41.5% | $3,539+20.6% |
| Admin fee / account holder | $106 | $124-14.4% | $10,843-99.0% | $142-25.6% |