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 |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $13,409 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,822 | $122,239+30.7% | $184,203-13.2% | $74,495+114.5% |
| Participation rate | 96.5% | 85.5%+11.0pp | 86.8%+9.7pp | 67.2%+29.3pp |
| Annual return | 18.63% | 19.95%-1.3pp | 28.81%-10.2pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $8,909 | $4,537+96.3% | $6,427+38.6% | $2,623+239.6% |
| Participant deferral / active EE | $5,809 | $7,139-18.6% | $9,131-36.4% | $4,346+33.7% |
| Admin fee / account holder | $82 | $1,260-93.5% | $13,901-99.4% | $1,942-95.8% |