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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-1526584 | Recordkeeping | $29,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,033 | $100,227-24.1% | $169,993-55.3% | $74,419+2.2% |
| Participation rate | 87.3% | 87.3%0pp | 87.0%+0.3pp | 70.7%+16.5pp |
| Annual return | 16.16% | 66.08%-49.9pp | 53.37%-37.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $4,649 | $4,263+9.1% | $6,785-31.5% | $2,637+76.3% |
| Participant deferral / active EE | $5,597 | $7,143-21.6% | $10,408-46.2% | $4,528+23.6% |
| Admin fee / account holder | $74 | $234-68.5% | $12,815-99.4% | $348-78.7% |