Filed April 27, 2006
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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $18,731 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,263 | $102,553+37.7% | $151,611-6.8% | $66,914+111.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 3.06% | -10.82%+13.9pp | 3.33%-0.3pp | 1.58%+1.5pp |
| Employer contribution / active EE | $8,352 | $4,180+99.8% | $6,166+35.5% | $2,544+228.3% |
| Participant deferral / active EE | $6,161 | $6,641-7.2% | $8,363-26.3% | $4,237+45.4% |
| Admin fee / account holder | $142 | $630-77.5% | $11,616-98.8% | $593-76.1% |