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.1 year Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $63,909 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $26,279 |
WITHUMSMITH+BROWN, PC1 year Service code 10 506 CARNEGIE CENTER · PRINCETON, NJ 08540 | Accounting | $10,192 |
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 | $231,525 | $60,323+283.8% | $81,812+183.0% | $74,495+210.8% |
| Participation rate | 95.8% | 62.9%+32.9pp | 72.3%+23.4pp | 67.2%+28.6pp |
| Annual return | 16.29% | 16.90%-0.6pp | 773.79%-757.5pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $6,312 | $2,620+140.9% | $2,912+116.7% | $2,623+140.6% |
| Participant deferral / active EE | $13,156 | $3,387+288.4% | $4,319+204.6% | $4,346+202.7% |
| Admin fee / account holder | $424 | $1,486-71.5% | $7,386-94.3% | $1,942-78.2% |