Filed October 8, 2019 (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.2+ years Filed as: NWK GROUP INC Service code 27 · EIN 20-2154904 | Advisory (Plan) | $32,519 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,357 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,994 | $74,089+24.2% | $133,980-31.3% | $55,167+66.8% |
| Participation rate | 98.3% | 84.3%+14.0pp | 87.1%+11.2pp | 69.0%+29.3pp |
| Annual return | 6.28% | 12.11%-5.8pp | 29.30%-23.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $5,467 | $3,064+78.4% | $5,211+4.9% | $1,963+178.6% |
| Participant deferral / active EE | $4,673 | $4,678-0.1% | $6,282-25.6% | $3,054+53.0% |
| Admin fee / account holder | $165 | $458-64.1% | $9,324-98.2% | $504-67.3% |