Filed September 30, 1992
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 5-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 13 · EIN 91-2090931 | Contract Administrator | $24,994 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 42-1558009 | Direct payment from the plan; Custodi... | $17,338 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,760 | $132,049+134.6% | $200,582+54.4% | $74,304+316.9% |
| Participation rate | 99.4% | 84.1%+15.4pp | 86.9%+12.5pp | 60.3%+39.1pp |
| Annual return | 18.37% | 22.22%-3.8pp | 42.33%-24.0pp | 29.43%-11.1pp |
| Employer contribution / active EE | $8,015 | $4,558+75.9% | $6,419+24.9% | $2,241+257.6% |
| Participant deferral / active EE | $16,986 | $7,213+135.5% | $9,331+82.0% | $3,767+350.9% |
| Admin fee / account holder | $199 | $2,405-91.7% | $16,305-98.8% | $2,969-93.3% |