Filed July 1, 2020
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,045 |
Filed as: NORTHWESTERN MUTUAL INVESTMETN SERV Service code 49 | Other Services | $5,549 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,591 | $63,114-81.6% | $92,893-87.5% | $65,185-82.2% |
| Participation rate | 90.7% | 68.8%+22.0pp | 76.0%+14.7pp | 70.2%+20.5pp |
| Annual return | 22.56% | 28.75%-6.2pp | 109.41%-86.9pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,450 | $2,571-43.6% | $3,653-60.3% | $2,177-33.4% |
| Participant deferral / active EE | $1,974 | $3,108-36.5% | $4,236-53.4% | $3,514-43.8% |
| Admin fee / account holder | $140 | $624-77.5% | $5,794-97.6% | $847-83.5% |