Filed January 25, 2018
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 Service code 55 · EIN 39-2018056 | Other Commissions | $20,550 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
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 | $46,273 | $65,376-29.2% | $87,100-46.9% | $65,185-29.0% |
| Participation rate | 89.8% | 75.3%+14.4pp | 76.9%+12.9pp | 70.2%+19.6pp |
| Annual return | 21.09% | 31.27%-10.2pp | 28.19%-7.1pp | 29.38%-8.3pp |
| Employer contribution / active EE | $977 | $1,822-46.4% | $2,521-61.3% | $2,177-55.1% |
| Participant deferral / active EE | $3,891 | $3,388+14.8% | $4,049-3.9% | $3,514+10.7% |
| Admin fee / account holder | $2 | $520-99.7% | $7,497-100.0% | $847-99.8% |