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 5-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 WEALTH MGMT Service code 99 · EIN 39-2018056 | Other Fees | $15,316 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD., SUITE A · FORT WAYNE, IN 46825 | Other Services | $6,239 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,879 | $76,050-67.3% | $96,544-74.2% | $71,457-65.2% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.3pp | 67.9%+31.4pp |
| Annual return | 40.08% | 22.81%+17.3pp | 25.84%+14.2pp | 28.85%+11.2pp |
| Employer contribution / active EE | $3,865 | $2,244+72.2% | $2,965+30.4% | $2,588+49.4% |
| Participant deferral / active EE | $7,186 | $4,215+70.5% | $4,851+48.1% | $4,289+67.5% |
| Admin fee / account holder | $196 | $2,707-92.8% | $8,252-97.6% | $1,587-87.7% |