Filed November 19, 2005
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 27 · EIN 39-0509570 | Advisory (Plan) | $33,266 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS Service code 13 · EIN 11-3665754 | Contract Administrator | $6,484 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 33-0183115 | Recordkeeping Fees | $5,596 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,798 | $50,982+7.5% | $154,803-64.6% | $85,563-36.0% |
| Participation rate | 86.3% | 59.8%+26.5pp | 78.1%+8.2pp | 66.0%+20.3pp |
| Annual return | 14.81% | 30.35%-15.5pp | 58.88%-44.1pp | 31.51%-16.7pp |
| Employer contribution / active EE | $1,786 | $1,708+4.5% | $4,305-58.5% | $2,654-32.7% |
| Participant deferral / active EE | $2,806 | $2,474+13.4% | $5,540-49.3% | $4,375-35.9% |
| Admin fee / account holder | $132 | $846-84.4% | $14,329-99.1% | $834-84.2% |