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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,868 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $35,898 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 | Contract Administrator | $7,382 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 | Contract Administrator | $6,978 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,137 | $76,670+43.7% | $96,683+13.9% | $71,457+54.1% |
| Participation rate | 97.0% | 66.6%+30.5pp | 74.3%+22.7pp | 67.9%+29.1pp |
| Annual return | 17.35% | 48.29%-30.9pp | 35.69%-18.3pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,960 | $3,031-2.3% | $3,737-20.8% | $2,588+14.4% |
| Participant deferral / active EE | $6,996 | $3,771+85.5% | $4,878+43.4% | $4,289+63.1% |
| Admin fee / account holder | $310 | $2,028-84.7% | $6,730-95.4% | $1,587-80.5% |