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 | $88,360+82.1% | $145,433+10.7% | $67,986+136.7% |
| Participation rate | 77.7% | 65.5%+12.2pp | 82.1%-4.4pp | 57.2%+20.5pp |
| Annual return | 22.32% | 63.15%-40.8pp | 66.58%-44.3pp | 31.67%-9.3pp |
| Employer contribution / active EE | $3,932 | $3,054+28.8% | $4,554-13.7% | $2,019+94.8% |
| Participant deferral / active EE | $9,783 | $5,932+64.9% | $7,897+23.9% | $3,358+191.3% |
| Admin fee / account holder | $756 | $3,313-77.2% | $13,129-94.2% | $3,203-76.4% |