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.
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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.3 years Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $40,322 |
Filed as: CBIZ INC Service code 10 PO BOX 956793 · ST LOUIS, MO 631956793 | Accounting | $17,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,503 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,189 | $138,347+87.3% | $184,203+40.7% | $80,856+220.6% |
| Participation rate | 95.4% | 83.9%+11.5pp | 86.8%+8.6pp | 67.6%+27.8pp |
| Annual return | 12.51% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,305 | $4,850-31.9% | $6,427-48.6% | $2,755+20.0% |
| Participant deferral / active EE | $11,902 | $7,071+68.3% | $9,131+30.3% | $4,296+177.1% |
| Admin fee / account holder | $531 | $10,483-94.9% | $13,901-96.2% | $6,918-92.3% |