Filed December 31, 2022 (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 INVST SERVICES Service code 13 · EIN 52-2114207 611 E WISCONSIN AVE, 6TH FLOOR · MILWAUKEE, WI 53202 | Contract Administrator | $53,047 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 1 EXCHANGE PLACE · JERSEY CITY, NJ 073023920 | Contract Administrator | $52,911 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,187 | $42,353+42.1% | $79,550-24.3% | $64,808-7.1% |
| Participation rate | 91.0% | 64.8%+26.3pp | 69.5%+21.6pp | 71.5%+19.6pp |
| Annual return | -18.40% | -12.24%-6.2pp | 0.16%-18.6pp | 32.82%-51.2pp |
| Employer contribution / active EE | $1,129 | $1,181-4.4% | $2,413-53.2% | $2,506-55.0% |
| Participant deferral / active EE | $5,532 | $3,170+74.5% | $3,985+38.8% | $4,310+28.3% |
| Admin fee / account holder | $138 | $160-13.4% | $6,832-98.0% | $188-26.4% |