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 |
|---|---|---|
NWPS4 years Service code 11 · EIN 94-2614826 | Actuarial | $76,897 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 51-0099493 | Bank Trustee | $32,874 |
STIFEL NICOLAUS & CO INC10+ years Filed as: STIFEL Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $30,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $158,848-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 13.3%-13.3pp | 2.1%-2.1pp |
| Annual return | 9.24% | 9.14%+0.1pp | 9.49%-0.3pp | 9.14%+0.1pp |
| Employer contribution / active EE | $13,632 | $19,963-31.7% | $24,351-44.0% | $19,963-31.7% |
| Participant deferral / active EE | $0 | $919-100.0% | $28-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |