Filed March 4, 2005 (most recent of 2 filings on file)
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 99 · EIN 39-2018056 300 MADISON AVE FL 25 · NEW YORK, NY 10017 | Other Fees | $0 |
Service code 49 · EIN 13-4238973 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,419 | $125,758+2.1% | $169,993-24.5% | $75,163+70.9% |
| Participation rate | 92.7% | 83.6%+9.1pp | 87.0%+5.7pp | 67.2%+25.5pp |
| Annual return | 204.17% | 27.20%+177.0pp | 53.37%+150.8pp | 160.62%+43.6pp |
| Employer contribution / active EE | $5,794 | $4,615+25.6% | $6,785-14.6% | $2,670+117.0% |
| Participant deferral / active EE | $7,249 | $6,837+6.0% | $10,408-30.3% | $4,125+75.7% |
| Admin fee / account holder | $11,238 | $8,173+37.5% | $12,815-12.3% | $5,651+98.9% |