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 |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 | Recordkeeping | $19,854 |
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 | $131,834 | $132,049-0.2% | $200,582-34.3% | $74,304+77.4% |
| Participation rate | 96.5% | 84.1%+12.4pp | 86.9%+9.6pp | 60.3%+36.1pp |
| Annual return | 5.29% | 22.22%-16.9pp | 42.33%-37.0pp | 29.43%-24.1pp |
| Employer contribution / active EE | $5,831 | $4,558+27.9% | $6,419-9.2% | $2,241+160.2% |
| Participant deferral / active EE | $5,402 | $7,213-25.1% | $9,331-42.1% | $3,767+43.4% |
| Admin fee / account holder | $120 | $2,405-95.0% | $16,305-99.3% | $2,969-95.9% |