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 | $1,835 |
Filed as: NORTHWESTERN MUTUAL INV SVCS INC Service code 33 · EIN 52-2114207 | Securities brokerage; Securities brok... | $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 | $92,016 | $31,424+192.8% | $81,478+12.9% | $69,631+32.1% |
| Participation rate | 97.7% | 50.8%+46.9pp | 68.0%+29.8pp | 70.7%+27.1pp |
| Annual return | 17.78% | 22.44%-4.7pp | 38.78%-21.0pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $2,492 | $1,029+142.1% | $2,568-3.0% | $2,032+22.6% |
| Participant deferral / active EE | $7,228 | $1,838+293.2% | $3,537+104.4% | $3,224+124.2% |
| Admin fee / account holder | $6 | $103-93.8% | $4,561-99.9% | $110-94.2% |