Filed January 24, 2019 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $428,468 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO. Service code 27 · EIN 39-2018056 | Advisory (Plan) | $106,436 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,941 | $53,136-0.4% | $155,509-66.0% | $199,593-73.5% |
| Participation rate | 99.1% | 64.1%+35.0pp | 78.2%+20.9pp | 72.0%+27.1pp |
| Annual return | 16.95% | 41.15%-24.2pp | 64.67%-47.7pp | 34.25%-17.3pp |
| Employer contribution / active EE | $4,025 | $1,851+117.5% | $4,672-13.8% | $3,034+32.7% |
| Participant deferral / active EE | $5,218 | $3,161+65.1% | $5,626-7.3% | $5,087+2.6% |
| Admin fee / account holder | $152 | $185-18.3% | $15,912-99.0% | $269-43.6% |