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 | $33,390 |
Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $5,894 |
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 | $137,560 | $60,989+125.6% | $60,874+126.0% | $66,914+105.6% |
| Participation rate | 93.1% | 74.5%+18.6pp | 73.1%+20.0pp | 69.8%+23.3pp |
| Annual return | -15.96% | -9.60%-6.4pp | 16.90%-32.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $5,708 | $2,661+114.5% | $2,701+111.3% | $2,544+124.3% |
| Participant deferral / active EE | $9,787 | $3,615+170.7% | $3,817+156.4% | $4,237+131.0% |
| Admin fee / account holder | $8 | $338-97.7% | $3,224-99.8% | $593-98.7% |