See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $96,396 |
NWK GROUP, INC.1 year Filed as: NWK GROUP Service code 27 · EIN 20-2154904 | Advisory (Plan) | $65,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $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 | $112,724 | $61,473+83.4% | $81,930+37.6% | $73,409+53.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 15.50% | 28.26%-12.8pp | 29.49%-14.0pp | 59.29%-43.8pp |
| Employer contribution / active EE | $6,791 | $1,898+257.8% | $4,310+57.6% | $2,234+204.0% |
| Participant deferral / active EE | $7,496 | $3,080+143.3% | $7,107+5.5% | $3,805+97.0% |
| Admin fee / account holder | $216 | $125+72.1% | $5,158-95.8% | $158+36.8% |