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 Service code 55 · EIN 39-2018056 | Other Commissions | $42,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | $475 |
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 | $140,613 | $73,102+92.4% | $123,544+13.8% | $56,287+149.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.99% | 3.01%-10.0pp | 119.20%-126.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $8,875 | $2,977+198.1% | $4,628+91.8% | $2,111+320.4% |
| Participant deferral / active EE | $13,741 | $5,423+153.4% | $6,426+113.8% | $3,350+310.2% |
| Admin fee / account holder | $2 | $554-99.6% | $9,284-100.0% | $521-99.6% |