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 | Claims processing; Direct payment fro... | $115,120 |
Filed as: NORTHWESTERN MUTUAL INVEST SERVICES Service code 16 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $22,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,629 | $47,126-22.3% | $149,673-75.5% | $74,419-50.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 19.30% | 22.75%-3.5pp | 134.42%-115.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $1,299 | $1,905-31.8% | $4,818-73.0% | $2,637-50.8% |
| Participant deferral / active EE | $4,339 | $2,728+59.1% | $5,680-23.6% | $4,528-4.2% |
| Admin fee / account holder | $120 | $343-65.1% | $13,210-99.1% | $348-65.6% |