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 |
|---|---|---|
NWPS2 years Service code 13 · EIN 91-2090931 | Contract Administrator | $17,706 |
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 | $119,390 | $50,815+135.0% | $155,509-23.2% | $77,643+53.8% |
| Participation rate | 95.9% | 63.1%+32.7pp | 78.2%+17.7pp | 70.6%+25.3pp |
| Annual return | 16.64% | 34.80%-18.2pp | 64.67%-48.0pp | 31.24%-14.6pp |
| Employer contribution / active EE | $4,560 | $1,993+128.8% | $4,672-2.4% | $2,726+67.3% |
| Participant deferral / active EE | $5,941 | $2,822+110.5% | $5,626+5.6% | $4,647+27.8% |
| Admin fee / account holder | $18 | $437-95.9% | $15,912-99.9% | $430-95.8% |