Filed January 12, 1
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: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $88,067 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $42,096 |
Filed as: SMITH, CARNEY & CO., P. C. Service code 10 · EIN 73-1225615 | Accounting | $14,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,941 | $100,923+59.5% | $150,045+7.3% | $74,304+116.6% |
| Participation rate | 77.7% | 70.1%+7.6pp | 82.3%-4.6pp | 60.3%+17.4pp |
| Annual return | 22.32% | 51.77%-29.4pp | 62.55%-40.2pp | 29.43%-7.1pp |
| Employer contribution / active EE | $3,932 | $3,463+13.5% | $4,693-16.2% | $2,241+75.4% |
| Participant deferral / active EE | $9,783 | $6,709+45.8% | $7,997+22.3% | $3,767+159.7% |
| Admin fee / account holder | $756 | $2,767-72.7% | $13,435-94.4% | $2,969-74.5% |