Filed January 25, 2013
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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $62,243 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $25,632 |
DECORIA, MAICHEL & TEAGUE. P.S.7+ years Service code 10 · EIN 91-1900424 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,435 | $56,485-21.3% | $185,823-76.1% | $86,799-48.8% |
| Participation rate | 92.8% | 65.5%+27.3pp | 81.7%+11.1pp | 72.3%+20.5pp |
| Annual return | 15.87% | 118.04%-102.2pp | 122.05%-106.2pp | 97.91%-82.0pp |
| Employer contribution / active EE | $3,417 | $1,843+85.4% | $5,167-33.9% | $2,405+42.0% |
| Participant deferral / active EE | $3,409 | $2,553+33.5% | $5,568-38.8% | $4,131-17.5% |
| Admin fee / account holder | $101 | $150-32.3% | $16,237-99.4% | $170-40.2% |