Filed December 8, 2014
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 |
|---|---|---|
NWPS1 year Service code 13 · EIN 91-2090931 | Contract Administrator | $12,092 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,599 | $47,126+122.0% | $149,673-30.1% | $74,419+40.6% |
| Participation rate | 95.1% | 63.4%+31.7pp | 78.8%+16.3pp | 70.7%+24.4pp |
| Annual return | 20.24% | 22.75%-2.5pp | 134.42%-114.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $3,565 | $1,905+87.1% | $4,818-26.0% | $2,637+35.2% |
| Participant deferral / active EE | $5,859 | $2,728+114.8% | $5,680+3.1% | $4,528+29.4% |
| Admin fee / account holder | $12 | $343-96.4% | $13,210-99.9% | $348-96.5% |