See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGT CO Service code 49 | Other Services | $23,943 |
Filed as: THIRD PARTY ADMINISTRATORS INC Service code 49 | Other Services | $5,125 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGT Service code 49 · EIN 39-2018056 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,012 | $73,360+17.2% | $177,989-51.7% | $74,495+15.5% |
| Participation rate | 40.7% | 66.6%-26.0pp | 77.1%-36.4pp | 67.2%-26.5pp |
| Annual return | 13.87% | 17.49%-3.6pp | 294.48%-280.6pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,318 | $2,216-40.5% | $3,949-66.6% | $2,623-49.7% |
| Participant deferral / active EE | $2,365 | $4,513-47.6% | $6,276-62.3% | $4,346-45.6% |
| Admin fee / account holder | $50 | $1,808-97.2% | $10,363-99.5% | $1,942-97.4% |