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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.
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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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,041 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $23,001 |
Service code 49 · EIN 52-2114207 | Other Services | $11,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,142 | $130,194-33.8% | $169,993-49.3% | $71,457+20.6% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.0%+11.1pp | 67.9%+30.2pp |
| Annual return | 14.49% | 20.37%-5.9pp | 53.37%-38.9pp | 28.85%-14.4pp |
| Employer contribution / active EE | $4,130 | $4,381-5.7% | $6,785-39.1% | $2,588+59.6% |
| Participant deferral / active EE | $5,737 | $6,923-17.1% | $10,408-44.9% | $4,289+33.8% |
| Admin fee / account holder | $397 | $966-58.9% | $12,815-96.9% | $1,587-75.0% |