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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $19,487 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,730 | $130,194+2.7% | $169,993-21.3% | $71,457+87.1% |
| Participation rate | 98.3% | 86.1%+12.1pp | 87.0%+11.3pp | 67.9%+30.4pp |
| Annual return | -7.32% | 20.37%-27.7pp | 53.37%-60.7pp | 28.85%-36.2pp |
| Employer contribution / active EE | $8,709 | $4,381+98.8% | $6,785+28.4% | $2,588+236.6% |
| Participant deferral / active EE | $6,345 | $6,923-8.4% | $10,408-39.0% | $4,289+47.9% |
| Admin fee / account holder | $119 | $966-87.7% | $12,815-99.1% | $1,587-92.5% |