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 S Service code 99 · EIN 39-0509570 | Other Fees | $75,000 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 99 · EIN 71-0294708 | Other Fees | $38,679 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $28,758 |
MORNINGSTAR11+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $17,890 |
WINDHAM BRANNON8 years Service code 99 · EIN 58-1763439 | Other Fees | $16,500 |
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 | $75,360 | $103,641-27.3% | $107,525-29.9% | $102,872-26.7% |
| Participation rate | 98.1% | 79.4%+18.7pp | 75.1%+23.0pp | 73.0%+25.1pp |
| Annual return | 17.20% | 13.08%+4.1pp | 181.32%-164.1pp | 19.06%-1.9pp |
| Employer contribution / active EE | $2,183 | $5,096-57.2% | $3,754-41.8% | $3,526-38.1% |
| Participant deferral / active EE | $7,691 | $3,789+103.0% | $5,116+50.3% | $5,535+38.9% |
| Admin fee / account holder | $86 | $276-69.0% | $8,919-99.0% | $292-70.7% |