Filed June 3, 2013 (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 |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $10,514 |
Filed as: NORTHWESTERN MUTUAL Service code 27 611 E WISCONSIN AVE STE 100 · MILWAUKEE, WI 53202 | Advisory (Plan) | $4,444 |
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 | $27,366 | $38,969-29.8% | $109,313-75.0% | $55,167-50.4% |
| Participation rate | 80.0% | 58.2%+21.8pp | 71.3%+8.7pp | 69.0%+11.0pp |
| Annual return | 7.03% | 8.26%-1.2pp | 22.07%-15.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,555 | $1,227+26.8% | $3,892-60.1% | $1,963-20.8% |
| Participant deferral / active EE | $2,578 | $2,176+18.5% | $3,166-18.6% | $3,054-15.6% |
| Admin fee / account holder | $99 | $501-80.2% | $5,666-98.2% | $504-80.3% |