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 | $59,168 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,780 | $61,756-61.5% | $70,092-66.1% | $77,904-69.5% |
| Participation rate | 74.3% | 79.9%-5.6pp | 70.5%+3.8pp | 73.7%+0.6pp |
| Annual return | -13.11% | -11.86%-1.2pp | 190.73%-203.8pp | 12.21%-25.3pp |
| Employer contribution / active EE | $1,625 | $2,706-39.9% | $2,559-36.5% | $2,848-42.9% |
| Participant deferral / active EE | $2,905 | $3,977-27.0% | $3,849-24.5% | $4,806-39.6% |
| Admin fee / account holder | $36 | $101-64.3% | $6,267-99.4% | $133-72.7% |