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.3+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $8,703 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,079 | $46,173-71.7% | $170,442-92.3% | $69,631-81.2% |
| Participation rate | 63.7% | 63.9%-0.2pp | 83.6%-19.9pp | 70.7%-7.0pp |
| Annual return | 24.90% | 21.62%+3.3pp | 205.93%-181.0pp | 27571.02%-27546.1pp |
| Employer contribution / active EE | $438 | $1,610-72.8% | $5,433-91.9% | $2,032-78.5% |
| Participant deferral / active EE | $1,754 | $2,080-15.7% | $4,939-64.5% | $3,224-45.6% |
| Admin fee / account holder | $33 | $116-71.6% | $13,880-99.8% | $110-70.2% |