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 INVESTMT SVC Service code 22 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Insurance Broker | $31,067 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $23,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,321 | $90,590+106.8% | $111,297+68.3% | - |
| Participation rate | 100.0% | 76.1%+23.9pp | 77.3%+22.7pp | - |
| Annual return | 11.82% | 11.74%+0.1pp | 54.65%-42.8pp | - |
| Employer contribution / active EE | $2,408 | $1,916+25.7% | $2,731-11.8% | - |
| Participant deferral / active EE | $6,134 | $4,059+51.1% | $4,487+36.7% | - |
| Admin fee / account holder | $487 | $3,379-85.6% | $7,964-93.9% | - |