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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.
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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 Service code 26 720 E WISCONSIN AVE, · MILWAUKEE, WI 53202 | Advisory (Participants) | $53,253 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $16,310 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 200 DRYDEN RD., SUITE 1000 · DRESHER, PA 19025 | Contract Administrator | $15,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,567 | $65,435+44.5% | $86,677+9.1% | $66,914+41.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -16.13% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,712 | $2,153+26.0% | $2,836-4.4% | $2,544+6.6% |
| Participant deferral / active EE | $8,200 | $4,100+100.0% | $4,656+76.1% | $4,237+93.5% |
| Admin fee / account holder | $410 | $642-36.1% | $7,493-94.5% | $593-30.9% |