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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.
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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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $56,500 |
Filed as: NORTHWESTERN MUTUAL Service code 26 · EIN 39-2018056 | Advisory (Participants) | $2,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,432 | $65,061+98.9% | $143,757-10.0% | $66,914+93.4% |
| Participation rate | 87.5% | 65.2%+22.3pp | 80.3%+7.2pp | 69.8%+17.7pp |
| Annual return | -18.43% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $7,964 | $2,361+237.4% | $4,951+60.9% | $2,544+213.0% |
| Participant deferral / active EE | $5,980 | $2,919+104.9% | $5,637+6.1% | $4,237+41.1% |
| Admin fee / account holder | $324 | $502-35.4% | $14,673-97.8% | $593-45.3% |