Filed November 3, 2016
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 37 · EIN 04-2647786 | Loan Processing | $1,375 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SER Service code 61 · EIN 52-2114207 | Finders' fees / placement fees | $0 |
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 | $88,050 | $44,425+98.2% | $67,834+29.8% | $55,167+59.6% |
| Participation rate | 49.4% | 59.7%-10.3pp | 68.8%-19.4pp | 69.0%-19.6pp |
| Annual return | 8.18% | 17.80%-9.6pp | 138.47%-130.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $910 | $1,351-32.7% | $2,403-62.1% | $1,963-53.6% |
| Participant deferral / active EE | $2,925 | $2,166+35.1% | $3,160-7.4% | $3,054-4.2% |
| Admin fee / account holder | $15 | $530-97.2% | $4,622-99.7% | $504-97.1% |