Filed September 26, 2011
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 INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $17,488 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $290 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,854 | $74,089-38.1% | $133,980-65.8% | $55,167-16.9% |
| Participation rate | 91.4% | 84.3%+7.1pp | 87.1%+4.4pp | 69.0%+22.4pp |
| Annual return | 10.43% | 12.11%-1.7pp | 29.30%-18.9pp | 169.23%-158.8pp |
| Employer contribution / active EE | $2,036 | $3,064-33.5% | $5,211-60.9% | $1,963+3.8% |
| Participant deferral / active EE | $5,531 | $4,678+18.2% | $6,282-12.0% | $3,054+81.1% |
| Admin fee / account holder | $10 | $458-97.8% | $9,324-99.9% | $504-98.0% |