Filed December 13, 2013
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 17 · EIN 52-2114207 720 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Pension Consulting | $15,203 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $2,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,673 | $59,417+7.2% | $93,606-32.0% | $74,495-14.5% |
| Participation rate | 45.7% | 59.7%-14.0pp | 68.7%-23.0pp | 67.2%-21.5pp |
| Annual return | 20.89% | 81.83%-60.9pp | 133.20%-112.3pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $269 | $1,264-78.7% | $2,420-88.9% | $2,623-89.7% |
| Participant deferral / active EE | $1,624 | $3,050-46.8% | $4,411-63.2% | $4,346-62.6% |
| Admin fee / account holder | $112 | $3,021-96.3% | $8,285-98.7% | $1,942-94.3% |