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 INVESTMENT SVCS Service code 55 | Other Commissions | $39,743 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT & HOLLAND, LLP Service code 13 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Contract Administrator | $7,500 |
Filed as: BERLIN RAMOS & CO., P.A. Service code 13 | Contract Administrator | $2,500 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
BERLIN RAMOS & COMPANY PA4+ years Filed as: BERLIN RAMOS & CO P.A. Service code 13 11200 ROCKVILLE PIKE, SUITE 400 · ROCKVILLE, MD 20852 | Contract Administrator | $0 |
Filed as: NORTHWEST MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVENUE · 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.
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 | $156,421 | $295,344-47.0% | $169,463-7.7% | - |
| Participation rate | 99.0% | 68.3%+30.7pp | 77.8%+21.2pp | - |
| Annual return | -4.41% | -3.68%-0.7pp | 1.83%-6.2pp | - |
| Employer contribution / active EE | $3,094 | $1,621+90.9% | $4,159-25.6% | - |
| Participant deferral / active EE | $5,569 | $3,919+42.1% | $5,277+5.5% | - |
| Admin fee / account holder | $0 | $18,915-100.0% | $9,109-100.0% | - |