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.3+ years Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $46,618 |
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 | $25,616 | $44,059-41.9% | $71,671-64.3% | $69,631-63.2% |
| Participation rate | 48.3% | 60.8%-12.5pp | 68.7%-20.5pp | 70.7%-22.4pp |
| Annual return | 20.95% | 21.97%-1.0pp | 20.65%+0.3pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $2,679 | $1,305+105.3% | $2,460+8.9% | $2,032+31.8% |
| Participant deferral / active EE | $2,969 | $2,370+25.3% | $3,438-13.6% | $3,224-7.9% |
| Admin fee / account holder | $56 | $108-48.0% | $5,558-99.0% | $110-49.3% |