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 | $28,340 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,356 | $72,066-59.3% | $81,930-64.2% | $90,288-67.5% |
| Participation rate | 78.0% | 78.9%-0.9pp | 72.0%+6.0pp | 73.4%+4.7pp |
| Annual return | 22.03% | 15.92%+6.1pp | 29.49%-7.5pp | 53.97%-31.9pp |
| Employer contribution / active EE | $758 | $2,335-67.5% | $4,310-82.4% | $2,524-70.0% |
| Participant deferral / active EE | $2,660 | $3,557-25.2% | $7,107-62.6% | $4,232-37.1% |
| Admin fee / account holder | $24 | $92-74.2% | $5,158-99.5% | $114-79.0% |