Filed July 14, 2006
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,102 |
Filed as: NORTHWESTERN MUTUAL INV SVCS INC Service code 33 · EIN 52-2114207 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $72,750 | $30,599+137.8% | $74,583-2.5% | $57,658+26.2% |
| Participation rate | 97.0% | 49.1%+47.9pp | 68.1%+28.9pp | 70.2%+26.8pp |
| Annual return | 5.96% | 14.24%-8.3pp | 20.47%-14.5pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,340 | $1,000+134.0% | $2,525-7.3% | $1,974+18.5% |
| Participant deferral / active EE | $6,725 | $1,805+272.6% | $3,458+94.5% | $3,061+119.7% |
| Admin fee / account holder | $13 | $98-86.5% | $4,138-99.7% | $95-86.0% |