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 year Service code 21 · EIN 26-3901659 | Bank Trustee | $35,391 |
Filed as: BOETGER & ASSOCIATES, INC. Service code 64 · EIN 25-1809719 | Recordkeeping Fees | $9,672 |
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 | $159,321 | $55,453+187.3% | $170,442-6.5% | $62,292+155.8% |
| Participation rate | 84.3% | 66.4%+18.0pp | 83.6%+0.7pp | 69.5%+14.8pp |
| Annual return | 17.43% | 21.38%-3.9pp | 205.93%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,581 | $2,164-26.9% | $5,433-70.9% | $2,042-22.6% |
| Participant deferral / active EE | $6,326 | $2,303+174.7% | $4,939+28.1% | $3,169+99.6% |
| Admin fee / account holder | $252 | $455-44.6% | $13,880-98.2% | $479-47.4% |