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.6+ years Service code 27 50 CALIFORNIA ST STE 1500 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $60,506 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,851 |
Service code 10 100 N FIRST ST STE 202 · BURBANK, CA 91502 | Accounting | $9,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $72,575 | $111,608-35.0% | $177,821-59.2% | $73,409-1.1% |
| Participation rate | 96.9% | 87.9%+9.0pp | 87.7%+9.1pp | 72.2%+24.7pp |
| Annual return | 15.27% | 18.23%-3.0pp | 48.32%-33.1pp | 59.29%-44.0pp |
| Employer contribution / active EE | $3,089 | $3,796-18.6% | $5,918-47.8% | $2,234+38.3% |
| Participant deferral / active EE | $4,970 | $6,199-19.8% | $7,714-35.6% | $3,805+30.6% |
| Admin fee / account holder | $117 | $166-29.6% | $12,427-99.1% | $158-26.2% |