Filed April 20, 2021
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 SER Service code 55 · EIN 52-2114207 | Other Commissions | $19,715 |
Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,711 | $57,108-25.2% | $94,224-54.7% | $52,331-18.4% |
| Participation rate | 84.1% | 72.9%+11.2pp | 78.8%+5.3pp | 68.1%+16.0pp |
| Annual return | 0.23% | 1.47%-1.2pp | 10.68%-10.5pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,069 | $3,040+33.9% | $4,320-5.8% | $3,022+34.6% |
| Admin fee / account holder | $4 | $546-99.2% | $6,269-99.9% | $592-99.3% |