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.2+ years Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $39,244 |
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 | $23,256 | $39,819-41.6% | $67,834-65.7% | $57,658-59.7% |
| Participation rate | 54.3% | 61.2%-6.9pp | 68.8%-14.5pp | 70.2%-15.9pp |
| Annual return | 10.79% | 9.19%+1.6pp | 138.47%-127.7pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,734 | $1,277+114.1% | $2,403+13.8% | $1,974+38.5% |
| Participant deferral / active EE | $2,692 | $2,209+21.9% | $3,160-14.8% | $3,061-12.0% |
| Admin fee / account holder | $51 | $84-38.8% | $4,622-98.9% | $95-45.8% |