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 WEALTH MGMT CO Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $59,222 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $56,883 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,268 | $64,286+32.6% | $90,951-6.2% | $73,409+16.2% |
| Participation rate | 76.8% | 63.6%+13.2pp | 69.0%+7.8pp | 72.2%+4.6pp |
| Annual return | 15.66% | 21.45%-5.8pp | 134.60%-118.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,365 | $895+52.6% | $2,122-35.7% | $2,234-38.9% |
| Participant deferral / active EE | $4,381 | $2,453+78.6% | $3,373+29.9% | $3,805+15.1% |
| Admin fee / account holder | $168 | $287-41.6% | $5,959-97.2% | $158+6.1% |