Filed February 11, 2002
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 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $55,788 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,147 |
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 | $102,002 | $89,465+14.0% | $164,866-38.1% | $77,671+31.3% |
| Participation rate | 97.4% | 78.6%+18.8pp | 78.6%+18.8pp | 70.6%+26.8pp |
| Annual return | 15.33% | 28.81%-13.5pp | 69.97%-54.6pp | 31.21%-15.9pp |
| Employer contribution / active EE | $2,898 | $2,568+12.9% | $4,343-33.3% | $2,726+6.3% |
| Participant deferral / active EE | $7,570 | $4,897+54.6% | $6,033+25.5% | $4,648+62.9% |
| Admin fee / account holder | $120 | $340-64.8% | $12,689-99.1% | $430-72.2% |