Filed December 17, 2021 (most recent of 3 filings on file)
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 16 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $16,000 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $7,615 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,985 | $37,134+29.2% | $100,671-52.3% | $52,331-8.3% |
| Participation rate | 100.0% | 57.7%+42.3pp | 70.7%+29.3pp | 68.1%+31.9pp |
| Annual return | 0.33% | 0.10%+0.2pp | 20.43%-20.1pp | 4.54%-4.2pp |
| Employer contribution / active EE | $2,081 | $1,187+75.2% | $4,012-48.1% | $1,882+10.6% |
| Participant deferral / active EE | $3,466 | $2,163+60.2% | $3,144+10.2% | $3,022+14.7% |
| Admin fee / account holder | $22 | $467-95.4% | $4,850-99.6% | $592-96.3% |