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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $49,606 |
Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,755 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $5,674 |
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 | $179,830 | $67,984+164.5% | $65,493+174.6% | $74,304+142.0% |
| Participation rate | 97.3% | 66.3%+31.0pp | 73.1%+24.2pp | 60.3%+36.9pp |
| Annual return | 16.16% | 19.87%-3.7pp | 982.45%-966.3pp | 29.43%-13.3pp |
| Employer contribution / active EE | $7,877 | $2,491+216.2% | $2,574+206.0% | $2,241+251.4% |
| Participant deferral / active EE | $12,489 | $3,346+273.2% | $3,961+215.3% | $3,767+231.5% |
| Admin fee / account holder | $13 | $1,373-99.1% | $5,028-99.8% | $2,969-99.6% |