Filed January 10, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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.1 year Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $37,503 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,216 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 PO BOX 956793 · ST LOUIS, MO 631956793 | Accounting | $8,700 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,120 | $110,094+70.9% | $151,611+24.1% | $68,494+174.7% |
| Participation rate | 96.7% | 84.0%+12.7pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -15.00% | -10.12%-4.9pp | 3.33%-18.3pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,077 | $4,471-31.2% | $6,166-50.1% | $2,596+18.5% |
| Participant deferral / active EE | $10,670 | $6,527+63.5% | $8,363+27.6% | $4,027+165.0% |
| Admin fee / account holder | $406 | $7,719-94.7% | $11,616-96.5% | $5,403-92.5% |