See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $11,993 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,475 |
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 | $47,355 | $79,171-40.2% | $102,423-53.8% | $74,495-36.4% |
| Participation rate | 81.7% | 74.8%+6.9pp | 76.5%+5.2pp | 67.2%+14.5pp |
| Annual return | 8.43% | 54.93%-46.5pp | 29.32%-20.9pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $842 | $2,362-64.4% | $3,023-72.2% | $2,623-67.9% |
| Participant deferral / active EE | $4,604 | $4,415+4.3% | $5,053-8.9% | $4,346+5.9% |
| Admin fee / account holder | $23 | $2,001-98.8% | $9,451-99.8% | $1,942-98.8% |