Filed March 28, 2008
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $138,332 |
Filed as: NORTHWESTERN MUTUAL INVEST SERVICES Service code 16 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $22,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,527 | $50,815-12.4% | $155,509-71.4% | $77,643-42.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.01% | 34.80%-20.8pp | 64.67%-50.7pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,239 | $1,993-37.8% | $4,672-73.5% | $2,726-54.5% |
| Participant deferral / active EE | $4,502 | $2,822+59.5% | $5,626-20.0% | $4,647-3.1% |
| Admin fee / account holder | $121 | $437-72.3% | $15,912-99.2% | $430-71.9% |