Filed July 30, 2008 (most recent of 2 filings on file)
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) | $51,020 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $30,888 |
BLACK & PINCKARD LLC11+ years Filed as: BLACK & PINCKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,053 | $95,880+12.7% | $107,525+0.5% | $85,563+26.3% |
| Participation rate | 81.3% | 70.1%+11.1pp | 75.1%+6.2pp | 66.0%+15.3pp |
| Annual return | 15.40% | 68.06%-52.7pp | 181.32%-165.9pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,780 | $3,812-53.3% | $3,754-52.6% | $2,654-32.9% |
| Participant deferral / active EE | $7,567 | $4,201+80.1% | $5,116+47.9% | $4,375+73.0% |
| Admin fee / account holder | $324 | $1,025-68.5% | $8,919-96.4% | $834-61.2% |