Filed March 2, 2022
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 SER Service code 55 · EIN 52-2114207 | Other Commissions | $34,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
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 | $129,736 | $75,183+72.6% | $123,892+4.7% | $55,167+135.2% |
| Participation rate | 97.9% | 72.8%+25.1pp | 81.4%+16.5pp | 69.0%+29.0pp |
| Annual return | 13.71% | 19.01%-5.3pp | 47.52%-33.8pp | 169.23%-155.5pp |
| Employer contribution / active EE | $8,744 | $2,823+209.7% | $4,617+89.4% | $1,963+345.5% |
| Participant deferral / active EE | $13,604 | $5,084+167.6% | $5,984+127.3% | $3,054+345.4% |
| Admin fee / account holder | $3 | $663-99.5% | $8,357-100.0% | $504-99.4% |