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 | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,089 | $46,360-9.2% | $147,614-71.5% | $52,331-19.6% |
| Participation rate | 71.1% | 64.9%+6.2pp | 84.6%-13.5pp | 68.1%+3.0pp |
| Annual return | 2.91% | 1.62%+1.3pp | 61.98%-59.1pp | 4.54%-1.6pp |
| Employer contribution / active EE | $1,546 | $2,126-27.3% | $5,564-72.2% | $1,882-17.8% |
| Participant deferral / active EE | $1,997 | $2,258-11.5% | $4,895-59.2% | $3,022-33.9% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |