Filed March 4, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 99 · EIN 39-2018056 300 MADISON AVE FL 25 · NEW YORK, NY 10017 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,936 | $138,347-9.7% | $184,203-32.2% | $80,856+54.5% |
| Participation rate | 89.2% | 83.9%+5.3pp | 86.8%+2.4pp | 67.6%+21.6pp |
| Annual return | 1.86% | 20.02%-18.2pp | 28.81%-27.0pp | 35.59%-33.7pp |
| Employer contribution / active EE | $6,017 | $4,850+24.0% | $6,427-6.4% | $2,755+118.4% |
| Participant deferral / active EE | $7,690 | $7,071+8.8% | $9,131-15.8% | $4,296+79.0% |
| Admin fee / account holder | $14,055 | $10,483+34.1% | $13,901+1.1% | $6,918+103.2% |