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 BANK1 year Service code 21 · EIN 26-3901659 | Bank Trustee | $39,320 |
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 | $17,248 | $46,100-62.6% | $86,590-80.1% | $69,631-75.2% |
| Participation rate | 73.6% | 67.2%+6.4pp | 73.5%0pp | 70.7%+2.9pp |
| Annual return | 18.26% | 21.02%-2.8pp | 964.84%-946.6pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $615 | $1,850-66.8% | $2,839-78.3% | $2,032-69.7% |
| Participant deferral / active EE | $1,031 | $2,432-57.6% | $3,609-71.4% | $3,224-68.0% |
| Admin fee / account holder | $92 | $94-2.1% | $4,906-98.1% | $110-16.8% |