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 SVC Service code 26 · EIN 39-2018056 720 E WISCONSIN AVE · CHAMPAIGN, IL 61820 | Advisory (Participants) | $21,138 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $13,014 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,934 | $66,098+13.4% | $101,794-26.4% | $74,304+0.8% |
| Participation rate | 88.5% | 53.8%+34.7pp | 69.2%+19.3pp | 60.3%+28.1pp |
| Annual return | 20.98% | 19.59%+1.4pp | 30.53%-9.5pp | 29.43%-8.4pp |
| Employer contribution / active EE | $930 | $1,082-14.1% | $2,289-59.4% | $2,241-58.5% |
| Participant deferral / active EE | $4,990 | $2,781+79.4% | $4,084+22.2% | $3,767+32.4% |
| Admin fee / account holder | $238 | $4,146-94.2% | $8,777-97.3% | $2,969-92.0% |