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 INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $15,368 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,500 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,770 | $60,165+9.3% | $74,183-11.3% | $55,167+19.2% |
| Participation rate | 88.3% | 74.2%+14.2pp | 76.6%+11.7pp | 69.0%+19.4pp |
| Annual return | 7.43% | 10.00%-2.6pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $621 | $1,600-61.2% | $2,370-73.8% | $1,963-68.4% |
| Participant deferral / active EE | $3,154 | $2,973+6.1% | $3,550-11.1% | $3,054+3.3% |
| Admin fee / account holder | $14 | $419-96.7% | $5,586-99.7% | $504-97.2% |