Filed March 15, 2019
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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.
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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $41,142 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $22,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $8,104 |
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 | $38,901 | $46,173-15.7% | $170,442-77.2% | $69,631-44.1% |
| Participation rate | 86.8% | 63.9%+22.9pp | 83.6%+3.2pp | 70.7%+16.1pp |
| Annual return | 13.86% | 21.62%-7.8pp | 205.93%-192.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $3,630 | $1,610+125.5% | $5,433-33.2% | $2,032+78.6% |
| Participant deferral / active EE | $3,249 | $2,080+56.2% | $4,939-34.2% | $3,224+0.8% |
| Admin fee / account holder | $152 | $116+30.8% | $13,880-98.9% | $110+37.3% |