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.7+ years Filed as: NWK GROUP Service code 49 · EIN 20-2154904 | Other Services | $66,392 |
Filed as: CBIZ, INC Service code 10 · EIN 22-2769024 | Accounting | $20,936 |
Filed as: PRUDENTIAL RETIREMENT INS AND ANNUI Service code 13 · EIN 06-1050034 | Contract Administrator | $9,417 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $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 | $189,095 | $51,197+269.3% | $82,719+128.6% | $66,914+182.6% |
| Participation rate | 98.1% | 67.8%+30.3pp | 72.6%+25.6pp | 69.8%+28.3pp |
| Annual return | -17.43% | -9.64%-7.8pp | 701.18%-718.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $6,182 | $2,611+136.8% | $3,009+105.4% | $2,544+143.0% |
| Participant deferral / active EE | $12,855 | $3,458+271.8% | $4,395+192.5% | $4,237+203.4% |
| Admin fee / account holder | $425 | $416+2.2% | $5,329-92.0% | $593-28.4% |