Filed October 24, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
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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.3+ years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $17,606 |
Service code 64 · EIN 94-1415298 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $225 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CA 80111 | Investment Management | $213 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,053 | $43,723+106.0% | $121,196-25.7% | $64,186+40.3% |
| Participation rate | 98.1% | 58.3%+39.8pp | 71.7%+26.4pp | 69.6%+28.6pp |
| Annual return | 10.04% | 68.91%-58.9pp | 16.93%-6.9pp | 7.63%+2.4pp |
| Employer contribution / active EE | $11,801 | $1,296+810.4% | $4,022+193.4% | $2,381+395.7% |
| Participant deferral / active EE | $3,850 | $2,280+68.9% | $3,344+15.1% | $3,470+11.0% |
| Admin fee / account holder | $174 | $3,501-95.0% | $5,019-96.5% | $4,888-96.4% |