Filed December 4, 2015 (most recent of 7 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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-1526584 | Recordkeeping | $25,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,919 | $111,491-31.9% | $189,513-59.9% | $86,799-12.5% |
| Participation rate | 90.7% | 87.3%+3.3pp | 87.8%+2.8pp | 72.3%+18.4pp |
| Annual return | 16.87% | 83.50%-66.6pp | 555.15%-538.3pp | 97.91%-81.0pp |
| Employer contribution / active EE | $5,037 | $3,951+27.5% | $6,162-18.3% | $2,405+109.4% |
| Participant deferral / active EE | $6,122 | $6,437-4.9% | $8,221-25.5% | $4,131+48.2% |
| Admin fee / account holder | $73 | $189-61.1% | $12,045-99.4% | $170-56.7% |