Filed March 28, 2008
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 12 · EIN 13-3689044 | Recordkeeping fees; Finders' fees / p... | $105,079 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 16 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $40,975 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,045 | $37,117-35.2% | $147,614-83.7% | $55,191-56.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 1.05% | 3.44%-2.4pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $808 | $1,620-50.2% | $5,564-85.5% | $1,899-57.5% |
| Participant deferral / active EE | $2,537 | $1,985+27.8% | $4,895-48.2% | $3,046-16.7% |
| Admin fee / account holder | $135 | $86+57.4% | $11,611-98.8% | $91+48.4% |