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.2 years Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $70,838 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,841 |
WITHUMSMITH+BROWN, PC2 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $17,992 |
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 | $264,177 | $56,317+369.1% | $71,209+271.0% | $74,304+255.5% |
| Participation rate | 95.9% | 55.1%+40.7pp | 73.8%+22.1pp | 60.3%+35.5pp |
| Annual return | 14.13% | 42.83%-28.7pp | 282.51%-268.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $6,532 | $2,160+202.4% | $2,721+140.1% | $2,241+191.4% |
| Participant deferral / active EE | $13,684 | $2,788+390.9% | $4,175+227.8% | $3,767+263.2% |
| Admin fee / account holder | $459 | $2,290-80.0% | $5,349-91.4% | $2,969-84.6% |