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.3+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $13,801 |
Filed as: NORTHWESTERN MUTUAL Service code 27 611 E WISCONSIN AVE STE 100 · MILWAUKEE, WI 53202 | Advisory (Plan) | $6,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,240 | $45,324-33.3% | $122,332-75.3% | $69,631-56.6% |
| Participation rate | 50.2% | 59.9%-9.8pp | 71.6%-21.5pp | 70.7%-20.5pp |
| Annual return | 15.96% | 25.35%-9.4pp | 30.27%-14.3pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,037 | $1,230-15.7% | $4,050-74.4% | $2,032-49.0% |
| Participant deferral / active EE | $1,822 | $2,367-23.0% | $3,287-44.6% | $3,224-43.5% |
| Admin fee / account holder | $118 | $87+36.1% | $5,478-97.8% | $110+7.2% |