Filed November 18, 2016 (most recent of 3 filings on file)
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+ years Service code 21 · EIN 26-3901659 | Bank Trustee | $62,820 |
NORTHWEST RETIREMENT SERVICES2+ years Service code 11 · EIN 25-1809719 | Actuarial | $13,789 |
ARNETT CARBIS TOOTHMAN LLP2+ years Filed as: ARNETT, CARBIS, TOOTHMAN, LLP Service code 10 · EIN 55-0486667 | Accounting | $8,010 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 7.34% | 45.66%-38.3pp | 5.00%+2.3pp | 11.88%-4.5pp |
| Employer contribution / active EE | $4,033 | $9,637-58.2% | $35,918-88.8% | $14,612-72.4% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |