Filed October 17, 2018
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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 300 E. JOPPA RD · TOWSON, MD 21286 | Recordkeeping | $25,039 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,762 | $136,307-62.8% | $177,821-71.5% | $73,488-30.9% |
| Participation rate | 88.8% | 86.1%+2.7pp | 87.7%+1.1pp | 70.7%+18.2pp |
| Annual return | 31.22% | 18.68%+12.5pp | 48.32%-17.1pp | 28.51%+2.7pp |
| Employer contribution / active EE | $1,732 | $3,712-53.3% | $5,918-70.7% | $2,270-23.7% |
| Participant deferral / active EE | $6,028 | $5,829+3.4% | $7,714-21.9% | $3,740+61.2% |
| Admin fee / account holder | $111 | $596-81.3% | $12,427-99.1% | $513-78.3% |