Filed August 1, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.6+ years Filed as: NWK GROUP Service code 49 · EIN 20-2154904 | Other Services | $70,367 |
Service code 10 · EIN 43-1947695 | Accounting | $18,850 |
PRIAC1 year Service code 13 · EIN 06-1050034 | Contract Administrator | $15,091 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $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 | $262,998 | $63,745+312.6% | $98,442+167.2% | $79,386+231.3% |
| Participation rate | 98.7% | 69.9%+28.8pp | 73.3%+25.4pp | 70.7%+28.0pp |
| Annual return | 17.92% | 625.80%-607.9pp | 1492.73%-1474.8pp | 116.85%-98.9pp |
| Employer contribution / active EE | $6,357 | $2,557+148.6% | $2,960+114.8% | $2,427+161.9% |
| Participant deferral / active EE | $13,018 | $3,303+294.1% | $4,276+204.4% | $4,046+221.8% |
| Admin fee / account holder | $337 | $516-34.6% | $5,949-94.3% | $626-46.2% |