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) | $29,759 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,639 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,748 |
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 | $27,569 | $53,165-48.1% | $86,188-68.0% | $74,419-63.0% |
| Participation rate | 96.0% | 64.9%+31.1pp | 69.0%+27.0pp | 70.7%+25.3pp |
| Annual return | 17.92% | 22.64%-4.7pp | 1168.45%-1150.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,623 | $3,234-18.9% | $3,985-34.2% | $4,528-42.1% |
| Admin fee / account holder | $108 | $551-80.4% | $6,852-98.4% | $348-69.0% |