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 BANK2+ years Filed as: NORTHWEST SAVINGS BANK Service code 21 · EIN 26-3901659 | Bank Trustee | $0 |
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 | $141,616 | $46,732+203.0% | $156,549-9.5% | $55,167+156.7% |
| Participation rate | 89.4% | 65.8%+23.6pp | 84.0%+5.4pp | 69.0%+20.4pp |
| Annual return | 7.31% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $3,700 | $2,105+75.8% | $5,501-32.7% | $1,963+88.5% |
| Participant deferral / active EE | $5,909 | $2,204+168.1% | $4,871+21.3% | $3,054+93.5% |
| Admin fee / account holder | $208 | $418-50.4% | $13,027-98.4% | $504-58.8% |