Filed October 24, 2023 (most recent of 2 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) | $21,888 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,797 |
PENSYS, INC.2 years Filed as: PENSYS INC Service code 13 | Contract Administrator | $540 |
Service code 64 · EIN 94-1415298 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,081 | $53,777+112.1% | $134,143-15.0% | $79,858+42.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 2.06% | 19.01%-16.9pp | 36.33%-34.3pp | 31.71%-29.7pp |
| Employer contribution / active EE | $13,393 | $1,321+913.6% | $3,704+261.6% | $2,471+442.0% |
| Participant deferral / active EE | $4,409 | $2,420+82.2% | $3,499+26.0% | $3,740+17.9% |
| Admin fee / account holder | $243 | $3,984-93.9% | $6,684-96.4% | $5,306-95.4% |