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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.
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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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,199 |
Filed as: NORTHWESTERN MUTUAL INVESTEMENT Service code 22 | Insurance Broker | $5,195 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 15 · EIN 31-1299207 | Recordkeeping | $1,150 |
Filed as: NOTHWESTERN MUTUAL INVESTEMENT Service code 22 · EIN 52-2114207 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,458 | $65,376-71.8% | $87,100-78.8% | $65,185-71.7% |
| Participation rate | 42.5% | 75.3%-32.8pp | 76.9%-34.4pp | 70.2%-27.7pp |
| Annual return | 28.90% | 31.27%-2.4pp | 28.19%+0.7pp | 29.38%-0.5pp |
| Employer contribution / active EE | $994 | $1,822-45.5% | $2,521-60.6% | $2,177-54.3% |
| Participant deferral / active EE | $1,432 | $3,388-57.8% | $4,049-64.6% | $3,514-59.3% |
| Admin fee / account holder | $180 | $520-65.4% | $7,497-97.6% | $847-78.8% |