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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-1526584 | Recordkeeping | $29,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,304 | $86,897-29.5% | $151,611-59.6% | $64,808-5.4% |
| Participation rate | 89.2% | 87.3%+2.0pp | 87.5%+1.7pp | 71.5%+17.8pp |
| Annual return | -10.34% | -3.57%-6.8pp | 3.33%-13.7pp | 32.82%-43.2pp |
| Employer contribution / active EE | $4,547 | $4,010+13.4% | $6,166-26.3% | $2,506+81.5% |
| Participant deferral / active EE | $5,738 | $6,690-14.2% | $8,363-31.4% | $4,310+33.1% |
| Admin fee / account holder | $71 | $153-53.9% | $11,616-99.4% | $188-62.5% |