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.8+ years Filed as: NWK GROUP Service code 49 · EIN 20-2154904 | Other Services | $60,884 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $46,291 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH+BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $13,780 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,356 | $58,264+245.6% | $86,612+132.5% | $71,457+181.8% |
| Participation rate | 97.5% | 65.0%+32.5pp | 71.7%+25.8pp | 67.9%+29.6pp |
| Annual return | 16.91% | 21.63%-4.7pp | 591.07%-574.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $6,501 | $2,574+152.6% | $3,022+115.1% | $2,588+151.3% |
| Participant deferral / active EE | $13,798 | $3,436+301.6% | $4,438+210.9% | $4,289+221.7% |
| Admin fee / account holder | $440 | $1,057-58.4% | $5,614-92.2% | $1,587-72.3% |