Filed December 27, 2001
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 9-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 WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $35,213 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,718 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,310 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON ALLEN LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $7,974 |
Employer contribution per participant 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 | $24,472 | $50,956-52.0% | $96,562-74.7% | $86,799-71.8% |
| Participation rate | 92.3% | 65.2%+27.1pp | 69.8%+22.5pp | 72.3%+20.1pp |
| Annual return | 13.35% | 21.27%-7.9pp | 37.78%-24.4pp | 97.91%-84.6pp |
| Employer contribution / active EE | $3 | $1,111-99.8% | $2,356-99.9% | $2,405-99.9% |
| Participant deferral / active EE | $2,384 | $2,954-19.3% | $3,849-38.1% | $4,131-42.3% |
| Admin fee / account holder | $173 | $166+4.2% | $6,181-97.2% | $170+2.1% |