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 | Distribution (12b-1) fees; Participan... | $85,331 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 16 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $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 | $25,183 | $37,196-32.3% | $154,107-83.7% | $55,725-54.8% |
| Participation rate | 79.9% | 64.1%+15.8pp | 83.0%-3.1pp | 70.9%+9.0pp |
| Annual return | -5.23% | 1319.68%-1324.9pp | 735.12%-740.3pp | 244.93%-250.2pp |
| Employer contribution / active EE | $625 | $1,614-61.3% | $5,298-88.2% | $2,078-69.9% |
| Participant deferral / active EE | $2,062 | $2,068-0.3% | $5,081-59.4% | $3,356-38.6% |
| Admin fee / account holder | $90 | $102-11.4% | $13,411-99.3% | $115-21.9% |