See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST RETIREMENT SERVICES3+ years Service code 15 | Recordkeeping | $22,280 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 53 | Insurance Commissions | $10,603 |
NORTHWEST BANK1 year Filed as: NORTHEST BANK Service code 51 · EIN 23-2790930 | Investment Mgmt Fees | $4,768 |
Filed as: CAPITAL RETIREMENT PLAN SERVCIES Service code 13 | Contract Administrator | $1,105 |
LPL FINANCIAL1 year Service code 51 · EIN 95-2834236 | Investment Mgmt Fees | $0 |
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 | $75,734 | $31,388+141.3% | $73,545+3.0% | $62,292+21.6% |
| Participation rate | 98.8% | 39.9%+58.9pp | 54.9%+43.8pp | 69.5%+29.3pp |
| Annual return | 15.93% | 25.34%-9.4pp | -15.16%+31.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $3,491 | $498+601.0% | $1,219+186.3% | $2,042+70.9% |
| Participant deferral / active EE | $3,273 | $1,028+218.2% | $1,806+81.2% | $3,169+3.3% |
| Admin fee / account holder | $147 | $299-50.8% | $2,320-93.7% | $479-69.3% |