See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRADEWINDS NWQ GLOBAL INVESTORS LLC1 year Filed as: TRADEWINDS CAPITAL MANAGEMENT Service code 26 2211 RIMLAND DRIVE · BELLINGHAM, WA 98226 | Advisory (Participants) | $15,820 |
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Recordkeeping and information managem... | $9,471 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,797 | $54,573-10.6% | $90,951-46.3% | $73,488-33.6% |
| Participation rate | 94.6% | 61.2%+33.4pp | 69.0%+25.6pp | 70.7%+23.9pp |
| Annual return | 16.75% | 16.69%+0.1pp | 134.60%-117.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $806 | $991-18.7% | $2,122-62.0% | $2,270-64.5% |
| Participant deferral / active EE | $3,732 | $2,517+48.3% | $3,373+10.6% | $3,740-0.2% |
| Admin fee / account holder | $218 | $521-58.2% | $5,959-96.3% | $513-57.5% |