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 | $12,644 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $1,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,490 | $66,098+18.7% | $101,794-22.9% | $74,304+5.6% |
| Participation rate | 46.8% | 53.8%-6.9pp | 69.2%-22.3pp | 60.3%-13.5pp |
| Annual return | 20.92% | 19.59%+1.3pp | 30.53%-9.6pp | 29.43%-8.5pp |
| Employer contribution / active EE | $281 | $1,082-74.0% | $2,289-87.7% | $2,241-87.5% |
| Participant deferral / active EE | $1,726 | $2,781-37.9% | $4,084-57.7% | $3,767-54.2% |
| Admin fee / account holder | $87 | $4,146-97.9% | $8,777-99.0% | $2,969-97.1% |