Filed August 11, 2012
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 |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $13,324 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMNT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $9,297 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,846 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 34-1846498 | Accounting | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,094 | $58,923-42.1% | $97,167-64.9% | $74,546-54.3% |
| Participation rate | 60.4% | 63.6%-3.1pp | 72.7%-12.2pp | 67.2%-6.8pp |
| Annual return | -3.72% | 16.04%-19.8pp | 75.27%-79.0pp | 1366.03%-1369.8pp |
| Employer contribution / active EE | $672 | $1,894-64.5% | $2,729-75.4% | $2,624-74.4% |
| Participant deferral / active EE | $2,739 | $3,664-25.2% | $4,264-35.8% | $4,347-37.0% |
| Admin fee / account holder | $125 | $1,974-93.7% | $5,650-97.8% | $1,944-93.6% |