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 |
|---|---|---|
Filed as: BOETGER & ASSOCIATES, INC. Service code 64 · EIN 25-1809719 | Recordkeeping Fees | $2,115 |
NORTHWEST BANK3+ years 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 | $45,546 | $55,453-17.9% | $170,442-73.3% | $62,292-26.9% |
| Participation rate | 80.9% | 66.4%+14.5pp | 83.6%-2.7pp | 69.5%+11.4pp |
| Annual return | 19.78% | 21.38%-1.6pp | 205.93%-186.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $3,007 | $2,164+39.0% | $5,433-44.6% | $2,042+47.2% |
| Participant deferral / active EE | $2,063 | $2,303-10.4% | $4,939-58.2% | $3,169-34.9% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |