Filed April 16, 2018
Total covered: 4 employees
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 |
|---|---|---|
Filed as: NW RETIREMENT PLAN CONSULTANTS Service code 49 · EIN 88-2334307 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,662 | $78,275-36.6% | $109,143-54.5% | $86,799-42.8% |
| Participation rate | 50.0% | 73.8%-23.8pp | 75.9%-25.9pp | 72.3%-22.3pp |
| Annual return | 13.32% | 19.14%-5.8pp | 25.75%-12.4pp | 97.91%-84.6pp |
| Employer contribution / active EE | $2,062 | $3,105-33.6% | $3,722-44.6% | $2,405-14.3% |
| Participant deferral / active EE | $1,592 | $3,641-56.3% | $4,653-65.8% | $4,131-61.5% |
| Admin fee / account holder | $206 | $198+4.0% | $6,752-96.9% | $170+21.7% |