Filed January 25, 2018
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 INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $21,981 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $55,685 | $73,638-24.4% | $95,952-42.0% | $73,488-24.2% |
| Participation rate | 94.3% | 76.2%+18.1pp | 77.1%+17.2pp | 70.7%+23.6pp |
| Annual return | 14.21% | 16.78%-2.6pp | 91.61%-77.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,303 | $1,863-30.0% | $2,541-48.7% | $2,270-42.6% |
| Participant deferral / active EE | $4,464 | $3,617+23.4% | $4,167+7.1% | $3,740+19.4% |
| Admin fee / account holder | $1 | $482-99.8% | $6,795-100.0% | $513-99.8% |