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 10 · EIN 39-2018056 | Accounting | $54,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,382 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $183,136 | $84,487+116.8% | $125,339+46.1% | $66,914+173.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -18.32% | -8.39%-9.9pp | 572.05%-590.4pp | 1.58%-19.9pp |
| Employer contribution / active EE | $10,487 | $3,553+195.2% | $4,814+117.9% | $2,544+312.2% |
| Participant deferral / active EE | $16,233 | $6,781+139.4% | $7,446+118.0% | $4,237+283.1% |
| Admin fee / account holder | $37 | $685-94.7% | $10,010-99.6% | $593-93.8% |