Filed October 16, 2015
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 |
|---|---|---|
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP, LLC Service code 13 | Contract Administrator | $15,033 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 611 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $10,750 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY, SUITE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $1,592 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,382 | $61,156-20.9% | $185,823-74.0% | $79,386-39.1% |
| Participation rate | 71.3% | 66.6%+4.7pp | 81.7%-10.4pp | 70.7%+0.6pp |
| Annual return | 78.19% | 19.45%+58.7pp | 122.05%-43.9pp | 116.85%-38.7pp |
| Employer contribution / active EE | $230 | $2,321-90.1% | $5,167-95.5% | $2,427-90.5% |
| Participant deferral / active EE | $2,153 | $2,789-22.8% | $5,568-61.3% | $4,046-46.8% |
| Admin fee / account holder | $115 | $710-83.8% | $16,237-99.3% | $626-81.6% |