Filed November 18, 2016 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $8,371 |
NORTHWEST BANK7+ 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 | $72,826 | $61,156+19.1% | $185,823-60.8% | $79,386-8.3% |
| Participation rate | 82.4% | 66.6%+15.8pp | 81.7%+0.7pp | 70.7%+11.7pp |
| Annual return | 14.49% | 19.45%-5.0pp | 122.05%-107.6pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,866 | $2,321-19.6% | $5,167-63.9% | $2,427-23.1% |
| Participant deferral / active EE | $2,747 | $2,789-1.5% | $5,568-50.7% | $4,046-32.1% |
| Admin fee / account holder | $68 | $710-90.4% | $16,237-99.6% | $626-89.1% |