Filed June 24, 2024 (most recent of 6 filings on file)
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) | $47,621 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,286 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,606 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $16,340 |
Service code 10 100 N FIRST ST · BURBANK, CA 91502 | Accounting | $14,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,262 | $86,897-24.9% | $151,611-57.0% | $64,808+0.7% |
| Participation rate | 98.5% | 87.3%+11.3pp | 87.5%+11.0pp | 71.5%+27.1pp |
| Annual return | -14.84% | -3.57%-11.3pp | 3.33%-18.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,612 | $4,010-9.9% | $6,166-41.4% | $2,506+44.1% |
| Participant deferral / active EE | $6,090 | $6,690-9.0% | $8,363-27.2% | $4,310+41.3% |
| Admin fee / account holder | $169 | $153+10.6% | $11,616-98.5% | $188-9.9% |