Filed April 29, 2014
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 · EIN 39-2018056 | Advisory (Plan) | $32,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,306 | $69,763+35.2% | $67,502+39.7% | $74,495+26.6% |
| Participation rate | 98.0% | 71.4%+26.6pp | 72.9%+25.1pp | 67.2%+30.8pp |
| Annual return | 13.21% | -40.34%+53.5pp | 3512.12%-3498.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $8,365 | $2,704+209.4% | $2,731+206.3% | $2,623+218.9% |
| Participant deferral / active EE | $9,534 | $3,636+162.2% | $4,000+138.4% | $4,346+119.4% |
| Admin fee / account holder | $81 | $896-91.0% | $3,998-98.0% | $1,942-95.8% |