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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,349 |
Service code 55 | Other Commissions | $13,102 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 13 · EIN 42-1468222 5625 MILLS CIVIC PKWY, SUITE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $4,302 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP, LLC Service code 13 | Contract Administrator | $2,192 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 611 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,340 | $65,061-54.9% | $143,757-79.6% | $66,914-56.2% |
| Participation rate | 83.6% | 65.2%+18.4pp | 80.3%+3.3pp | 69.8%+13.8pp |
| Annual return | -13.48% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,197 | $2,361-49.3% | $4,951-75.8% | $2,544-52.9% |
| Participant deferral / active EE | $2,352 | $2,919-19.4% | $5,637-58.3% | $4,237-44.5% |
| Admin fee / account holder | $217 | $502-56.7% | $14,673-98.5% | $593-63.4% |