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 9-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 WEALTH MGMT Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $28,006 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Contract Administrator | $10,949 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,346 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,476 | $73,638-47.8% | $108,410-64.5% | $79,386-51.5% |
| Participation rate | 71.3% | 77.4%-6.1pp | 80.1%-8.9pp | 70.7%+0.6pp |
| Annual return | 28.99% | 33.27%-4.3pp | 905.27%-876.3pp | 116.85%-87.9pp |
| Employer contribution / active EE | $3,332 | $2,397+39.0% | $3,558-6.4% | $2,427+37.3% |
| Participant deferral / active EE | $2,471 | $6,218-60.3% | $6,563-62.4% | $4,046-38.9% |
| Admin fee / account holder | $227 | $638-64.5% | $7,295-96.9% | $626-63.8% |