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 |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-1526584 | Recordkeeping | $36,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,169 | $129,021-32.4% | $184,203-52.7% | $77,643+12.3% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.8%+2.1pp | 70.6%+18.3pp |
| Annual return | 16.00% | 33.27%-17.3pp | 28.81%-12.8pp | 31.24%-15.2pp |
| Employer contribution / active EE | $4,620 | $4,413+4.7% | $6,427-28.1% | $2,726+69.5% |
| Participant deferral / active EE | $5,687 | $7,297-22.1% | $9,131-37.7% | $4,647+22.4% |
| Admin fee / account holder | $79 | $254-69.1% | $13,901-99.4% | $430-81.8% |