Filed April 16, 2003 (most recent of 8 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
NORTHWEST RETIREMENT PLANS, INC.2+ years Service code 12 · EIN 93-0839718 | Claims processing; Recordkeeping and ... | $50,338 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $37,968 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Trustee (bank, trust company, or simi... | $29,029 |
SUTTON FROST CARY LLP2+ years Service code 10 · EIN 75-2593210 | Accounting | $18,200 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 4.35% | 4.80%-0.5pp | 7.98%-3.6pp | 4.56%-0.2pp |
| Employer contribution / active EE | $0 | $12,906-100.0% | $23,724-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |