Filed October 8, 2019 (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.10+ years Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $41,083 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,851 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,187 |
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 | $169,985 | $122,239+39.1% | $184,203-7.7% | $74,495+128.2% |
| Participation rate | 95.3% | 85.5%+9.9pp | 86.8%+8.5pp | 67.2%+28.1pp |
| Annual return | 12.98% | 19.95%-7.0pp | 28.81%-15.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $5,240 | $4,537+15.5% | $6,427-18.5% | $2,623+99.8% |
| Participant deferral / active EE | $9,861 | $7,139+38.1% | $9,131+8.0% | $4,346+126.9% |
| Admin fee / account holder | $360 | $1,260-71.4% | $13,901-97.4% | $1,942-81.5% |