Filed December 16, 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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.1+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $2,902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,235 | $37,117-72.4% | $147,614-93.1% | $55,191-81.5% |
| Participation rate | 44.0% | 63.6%-19.6pp | 84.6%-40.6pp | 69.2%-25.1pp |
| Annual return | 15.80% | 3.44%+12.4pp | 61.98%-46.2pp | 10.78%+5.0pp |
| Employer contribution / active EE | $313 | $1,620-80.7% | $5,564-94.4% | $1,899-83.5% |
| Participant deferral / active EE | $1,447 | $1,985-27.1% | $4,895-70.4% | $3,046-52.5% |
| Admin fee / account holder | $27 | $86-68.3% | $11,611-99.8% | $91-70.1% |