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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 13 · EIN 42-0127290 | Contract Administrator | $45,219 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $42,118 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 | Contract Administrator | $8,205 |
LATITUDE SERVICE COMPANY INC5 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 | Contract Administrator | $7,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,493 | $80,724+17.1% | $103,333-8.6% | $74,495+26.8% |
| Participation rate | 96.9% | 65.7%+31.2pp | 74.5%+22.4pp | 67.2%+29.7pp |
| Annual return | 12.06% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $4,048 | $3,157+28.2% | $3,868+4.7% | $2,623+54.3% |
| Participant deferral / active EE | $8,464 | $3,860+119.3% | $5,057+67.4% | $4,346+94.8% |
| Admin fee / account holder | $328 | $2,368-86.2% | $8,355-96.1% | $1,942-83.1% |