Filings through .
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NW INVESTMENT CONSULTING DBA NWPS Service code 15 · EIN 91-2090931 | Recordkeeping | $20,042 |
18 funds of $250K or more; 20 lines in all, holding $14.5M of the plan's $15.6M. From the 2024 filing. Recordkeeper: Northwest Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 9.5% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $1.3M | 9.2% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $1.1M | 7.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 7.1% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $1.0M | 7.0% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $952K | 6.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $948K | 6.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $904K | 6.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $894K | 6.1% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $892K | 6.1% |
See the other 10 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,253 | $79,171+12.7% | $102,423-12.9% | $74,495+19.8% |
| Participation rate | 64.9% | 74.8%-9.9pp | 76.5%-11.6pp | 67.2%-2.3pp |
| Annual return | 15.14% | 54.93%-39.8pp | 29.32%-14.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,383 | $4,415-0.7% | $5,053-13.3% | $4,346+0.9% |
| Admin fee / account holder | $140 | $2,001-93.0% | $9,451-98.5% | $1,942-92.8% |