See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL Service code 55 | Other Commissions | $21,079 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,417 |
ANDERSON, TACKMAN & COMPANY, PLC3+ years Filed as: ANDERSON, TACKMAN & COMPANY Service code 10 · EIN 38-1977929 1249 W. LIEBAU ROAD, SUITE 200 · MEQUON, WI 53092 | Accounting | $8,500 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 10 5525 GREEN BAY RD SUITE 200 · KENOSHA, WI 53144 | Accounting | $5,134 |
Service code 55 720 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,727 | $50,958-63.3% | $74,550-74.9% | $64,186-70.8% |
| Participation rate | 77.2% | 61.1%+16.1pp | 69.1%+8.0pp | 69.6%+7.6pp |
| Annual return | 6.49% | -1.86%+8.3pp | 32.53%-26.0pp | 7.63%-1.1pp |
| Employer contribution / active EE | $110 | $1,115-90.1% | $1,961-94.4% | $2,381-95.4% |
| Participant deferral / active EE | $324 | $2,301-85.9% | $3,108-89.6% | $3,470-90.7% |
| Admin fee / account holder | $233 | $4,223-94.5% | $5,060-95.4% | $4,888-95.2% |