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 | $7,445 |
NORTHWEST BANK6+ years Service code 19 · EIN 26-3901659 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,222 | $58,879+12.5% | $178,490-62.9% | $73,488-9.9% |
| Participation rate | 80.7% | 66.2%+14.5pp | 81.9%-1.2pp | 70.7%+10.0pp |
| Annual return | 18.76% | 24.86%-6.1pp | 151.07%-132.3pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,577 | $2,236-29.5% | $5,011-68.5% | $2,270-30.5% |
| Participant deferral / active EE | $2,668 | $2,567+3.9% | $5,202-48.7% | $3,740-28.7% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |