Filed March 1, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 RETIREMENT SERVICES1+ years Service code 21 · EIN 26-3901659 | Bank Trustee | $31,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,150 | $38,925-63.6% | $73,843-80.8% | $55,191-74.4% |
| Participation rate | 69.8% | 66.0%+3.8pp | 73.4%-3.6pp | 69.2%+0.7pp |
| Annual return | 0.05% | 6.31%-6.3pp | 2267.84%-2267.8pp | 10.78%-10.7pp |
| Employer contribution / active EE | $552 | $1,695-67.4% | $2,787-80.2% | $1,899-70.9% |
| Participant deferral / active EE | $884 | $2,351-62.4% | $3,583-75.3% | $3,046-71.0% |
| Admin fee / account holder | $85 | $83+2.9% | $4,880-98.3% | $91-6.1% |