Filed February 29, 2012
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 64 · EIN 71-0294708 | Recordkeeping Fees | $25,153 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 55 · EIN 39-2018056 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,759 | $51,197-55.5% | $82,719-72.5% | $66,914-66.0% |
| Participation rate | 99.1% | 67.8%+31.3pp | 72.6%+26.5pp | 69.8%+29.3pp |
| Annual return | -16.03% | -9.64%-6.4pp | 701.18%-717.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,981 | $2,611+14.2% | $3,009-0.9% | $2,544+17.2% |
| Participant deferral / active EE | $3,454 | $3,458-0.1% | $4,395-21.4% | $4,237-18.5% |
| Admin fee / account holder | $132 | $416-68.3% | $5,329-97.5% | $593-77.8% |