Filed September 21, 2023
Total covered: 7 employees
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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGT. Service code 27 · EIN 39-2018056 | Advisory (Plan) | $18,278 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $15,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,012 | $81,900-12.1% | $119,609-39.8% | $68,494+5.1% |
| Participation rate | 98.9% | 71.9%+27.0pp | 79.3%+19.7pp | 67.9%+31.0pp |
| Annual return | -7.03% | -23.82%+16.8pp | -14.97%+7.9pp | -7.84%+0.8pp |
| Employer contribution / active EE | $3,499 | $2,693+29.9% | $4,232-17.3% | $2,596+34.8% |
| Participant deferral / active EE | $4,389 | $4,148+5.8% | $5,602-21.7% | $4,027+9.0% |
| Admin fee / account holder | $261 | $6,582-96.0% | $10,323-97.5% | $5,403-95.2% |