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 |
|---|---|---|
NWRPC LLC1 year 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 | $39,257 | $64,119-38.8% | $112,228-65.0% | $66,914-41.3% |
| Participation rate | 64.3% | 68.5%-4.2pp | 75.1%-10.8pp | 69.8%-5.5pp |
| Annual return | -13.26% | -13.81%+0.5pp | 27.45%-40.7pp | 1.58%-14.8pp |
| Employer contribution / active EE | $5,840 | $3,005+94.3% | $3,635+60.7% | $2,544+129.5% |
| Participant deferral / active EE | $3,212 | $3,693-13.0% | $4,728-32.1% | $4,237-24.2% |
| Admin fee / account holder | $230 | $625-63.2% | $6,410-96.4% | $593-61.2% |