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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,023 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $6,412 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,858 | $58,828-42.4% | $77,999-56.6% | $62,891-46.2% |
| Participation rate | 89.7% | 71.1%+18.7pp | 75.5%+14.2pp | 69.3%+20.4pp |
| Annual return | 8.31% | 17.16%-8.8pp | 425.96%-417.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,714 | $1,672+2.5% | $2,470-30.6% | $2,281-24.9% |
| Participant deferral / active EE | $4,852 | $2,686+80.7% | $3,497+38.8% | $3,203+51.5% |
| Admin fee / account holder | $207 | $4,393-95.3% | $5,480-96.2% | $4,296-95.2% |