Retirement plan

NORTHWEST ALLPREP 401(K) PLAN

Name: NORTHWEST ALLPREP LLC - NORTHWEST ALLPREP 401(K) PLAN (2020) Form 5500
Creator: NORTHWEST ALLPREP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST ALLPREP 401(K) PLAN, NORTHWEST ALLPREP LLC

NORTHWEST ALLPREP LLCEIN 27-2317545Plan #001PY 2020

237 CHKALOV DRIVE, #108 - VANCOUVER, WA 98684503-313-6836

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$180K

+765.4% from 2019

Total participants

0.0% from 2019

Average account balance

$12,826

+765.4% from 2019

Annual return

123.33%

+123.33 pp from 2019

Benchmarks

See 6,196 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,196 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$594K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$46K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

76.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4718

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$63 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.557%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,826

$81,664-84.3%

$70,476-81.8%

$158,966-91.9%

Participation rate

87.5%

77.7%+9.8pp

75.1%+12.4pp

82.0%+5.5pp

Annual return

123.33%

208.59%-85.3pp

109.12%+14.2pp

302.95%-179.6pp

Employer contribution / active EE

$2,927

$3,219-9.1%

$2,738+6.9%

$4,762-38.5%

Participant deferral / active EE

$5,399

$4,556+18.5%

$3,710+45.5%

$5,983-9.8%

Admin fee / account holder

$71

$6,197-98.8%

$3,847-98.1%

$11,250-99.4%

NORTHWEST ALLPREP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST ALLPREP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion