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 | $69,745+35.2% | $67,511+39.7% | $74,546+26.5% |
| Participation rate | 98.0% | 71.3%+26.6pp | 72.9%+25.1pp | 67.2%+30.8pp |
| Annual return | 13.21% | -40.37%+53.6pp | 3517.41%-3504.2pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $8,365 | $2,705+209.2% | $2,733+206.1% | $2,624+218.8% |
| Participant deferral / active EE | $9,534 | $3,636+162.2% | $4,000+138.3% | $4,347+119.3% |
| Admin fee / account holder | $81 | $894-90.9% | $3,999-98.0% | $1,944-95.8% |