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 |
|---|---|---|
NORTHWEST BANK3 years Service code 28 · EIN 25-6402875 | Investment Management | $40,927 |
STBT WELFARE PLAN4+ years Service code 13 · EIN 16-0810649 | Contract Administrator | $23,640 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: BOETGER & ASSOCIATES Service code 13 · EIN 25-1809719 | Contract Administrator | $14,005 |
LIPSITZ GREEN SCIME & CAMBRIA4+ years Filed as: HAINES & COMPANY Service code 10 · EIN 47-3317888 | Accounting | $10,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,851 | $66,601-58.2% | $92,893-70.0% | $67,579-58.8% |
| Participation rate | 53.0% | 72.5%-19.5pp | 76.0%-23.0pp | 71.3%-18.3pp |
| Annual return | 5.60% | 92.58%-87.0pp | 109.41%-103.8pp | 378.56%-373.0pp |
| Employer contribution / active EE | $759 | $2,775-72.7% | $3,653-79.2% | $2,148-64.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $182 | $199-8.5% | $5,794-96.9% | $142+27.8% |