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.2 years Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $37,496 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,978 |
Filed as: CBIZ CPAS P.C. Service code 10 PO BOX 956793 · ST LOUIS, MO 631956793 | Accounting | $6,600 |
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 | $220,694 | $125,758+75.5% | $169,993+29.8% | $75,163+193.6% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.0%+8.6pp | 67.2%+28.4pp |
| Annual return | 14.34% | 27.20%-12.9pp | 53.37%-39.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $3,123 | $4,615-32.3% | $6,785-54.0% | $2,670+17.0% |
| Participant deferral / active EE | $11,330 | $6,837+65.7% | $10,408+8.9% | $4,125+174.6% |
| Admin fee / account holder | $384 | $8,173-95.3% | $12,815-97.0% | $5,651-93.2% |