Filed January 25, 2019
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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,881 |
Filed as: NORTHWESTERN MUT INV SRV LLC Service code 26 ATTN IPS COMPENSATION · MILWAUKEE, WI 53202 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,409 | $58,320-23.9% | $86,436-48.6% | $66,914-33.6% |
| Participation rate | 85.3% | 78.6%+6.7pp | 80.3%+5.0pp | 69.8%+15.5pp |
| Annual return | -12.05% | -9.71%-2.3pp | 4394.89%-4406.9pp | 1.58%-13.6pp |
| Employer contribution / active EE | $3,158 | $2,615+20.7% | $3,769-16.2% | $2,544+24.1% |
| Participant deferral / active EE | $6,087 | $6,899-11.8% | $6,952-12.4% | $4,237+43.7% |
| Admin fee / account holder | $45 | $546-91.8% | $6,731-99.3% | $593-92.5% |