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 BANK4 years Service code 19 · EIN 26-3901659 | Securities Custodian | $67,392 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 64 · EIN 82-1667008 | Recordkeeping Fees | $8,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,473 | $58,879+186.1% | $178,490-5.6% | $73,488+129.3% |
| Participation rate | 88.3% | 66.2%+22.1pp | 81.9%+6.4pp | 70.7%+17.6pp |
| Annual return | 14.80% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $3,100 | $2,236+38.6% | $5,011-38.1% | $2,270+36.5% |
| Participant deferral / active EE | $6,459 | $2,567+151.6% | $5,202+24.2% | $3,740+72.7% |
| Admin fee / account holder | $431 | $400+7.7% | $13,984-96.9% | $513-16.0% |