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 RETIREMENT PLAN SERVICES Service code 64 · EIN 82-1667008 | Recordkeeping Fees | $2,290 |
NORTHWEST BANK4+ 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 | $44,823 | $47,977-6.6% | $154,107-70.9% | $56,287-20.4% |
| Participation rate | 80.4% | 66.2%+14.2pp | 83.0%-2.7pp | 69.9%+10.5pp |
| Annual return | -5.00% | 3.54%-8.5pp | 735.12%-740.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,173 | $2,169+46.3% | $5,298-40.1% | $2,111+50.3% |
| Participant deferral / active EE | $2,308 | $2,392-3.5% | $5,081-54.6% | $3,350-31.1% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |