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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.
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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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $52,705 |
RBC WEALTH MANAGEMENT4 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $34,590 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $8,539 |
Service code 22 · EIN 06-0566050 | Insurance Broker | $6,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,193 | $69,159-21.6% | $125,175-56.7% | $67,579-19.8% |
| Participation rate | 63.0% | 78.2%-15.2pp | 79.8%-16.8pp | 71.3%-8.3pp |
| Annual return | 14.29% | 27.12%-12.8pp | 43.79%-29.5pp | 378.56%-364.3pp |
| Employer contribution / active EE | $1,865 | $2,023-7.8% | $3,865-51.8% | $2,148-13.2% |
| Participant deferral / active EE | $2,324 | $3,700-37.2% | $4,937-52.9% | $3,539-34.3% |
| Admin fee / account holder | $276 | $142+94.8% | $9,702-97.2% | $142+94.1% |