Filed January 22, 2012
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 Service code 26 · EIN 39-2018056 | Advisory (Participants) | $20,015 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,073 | $46,292-52.3% | $143,757-84.6% | $64,808-65.9% |
| Participation rate | 57.0% | 64.2%-7.2pp | 80.3%-23.3pp | 71.5%-14.4pp |
| Annual return | -17.41% | -10.05%-7.4pp | -0.04%-17.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $664 | $1,910-65.3% | $4,951-86.6% | $2,506-73.5% |
| Participant deferral / active EE | $2,217 | $2,646-16.2% | $5,637-60.7% | $4,310-48.6% |
| Admin fee / account holder | $210 | $154+36.3% | $14,673-98.6% | $188+11.6% |