See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES, INC Service code 14 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Plan Administrator | $43,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,484 | $65,708-52.1% | $76,817-59.0% | $77,787-59.5% |
| Participation rate | 65.2% | 79.0%-13.7pp | 72.1%-6.9pp | 73.2%-8.0pp |
| Annual return | 33.47% | 49.86%-16.4pp | 1166.11%-1132.6pp | 32.57%+0.9pp |
| Employer contribution / active EE | $1,043 | $2,167-51.9% | $2,302-54.7% | $2,504-58.4% |
| Participant deferral / active EE | $2,209 | $3,254-32.1% | $3,336-33.8% | $3,967-44.3% |
| Admin fee / account holder | $48 | $91-47.5% | $6,420-99.3% | $100-52.3% |