Filed October 18, 2004
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 Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $29,846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,182 | $39,458-36.2% | $60,547-58.4% | $55,191-54.4% |
| Participation rate | 50.1% | 59.6%-9.5pp | 68.0%-17.8pp | 69.2%-19.0pp |
| Annual return | 3.54% | 3.35%+0.2pp | 335.64%-332.1pp | 10.78%-7.2pp |
| Employer contribution / active EE | $1,872 | $1,210+54.7% | $2,419-22.6% | $1,899-1.4% |
| Participant deferral / active EE | $3,048 | $2,140+42.4% | $3,328-8.4% | $3,046+0.1% |
| Admin fee / account holder | $50 | $95-47.9% | $4,536-98.9% | $91-45.4% |