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.7+ years Service code 27 50 CALIFORNIA ST STE 1500 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $65,377 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,505 |
Service code 10 100 N FIRST ST STE 202 · BURBANK, CA 91502 | Accounting | $12,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,534 | $111,491-26.0% | $189,513-56.4% | $86,799-4.9% |
| Participation rate | 95.6% | 87.3%+8.3pp | 87.8%+7.8pp | 72.3%+23.3pp |
| Annual return | 14.21% | 83.50%-69.3pp | 555.15%-540.9pp | 97.91%-83.7pp |
| Employer contribution / active EE | $3,362 | $3,951-14.9% | $6,162-45.4% | $2,405+39.8% |
| Participant deferral / active EE | $5,626 | $6,437-12.6% | $8,221-31.6% | $4,131+36.2% |
| Admin fee / account holder | $143 | $189-24.1% | $12,045-98.8% | $170-15.5% |