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 SERVICES2+ years Service code 21 · EIN 26-3901659 | Bank Trustee | $33,230 |
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 | $14,801 | $39,859-62.9% | $78,689-81.2% | $57,658-74.3% |
| Participation rate | 69.7% | 66.1%+3.6pp | 73.6%-3.9pp | 70.2%-0.5pp |
| Annual return | 6.20% | 18.96%-12.8pp | 62.18%-56.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $494 | $1,786-72.3% | $2,851-82.7% | $1,974-75.0% |
| Participant deferral / active EE | $888 | $2,248-60.5% | $3,517-74.8% | $3,061-71.0% |
| Admin fee / account holder | $82 | $76+8.2% | $4,510-98.2% | $95-12.8% |