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 Service code 55 · EIN 39-2018056 | Other Commissions | $23,826 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
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 | $68,963 | $86,332-20.1% | $125,175-44.9% | $65,185+5.8% |
| Participation rate | 89.7% | 75.3%+14.3pp | 79.8%+9.9pp | 70.2%+19.5pp |
| Annual return | 23.69% | 27.43%-3.7pp | 43.79%-20.1pp | 29.38%-5.7pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,547 | $3,537+56.8% | $4,937+12.4% | $3,514+57.9% |
| Admin fee / account holder | $9 | $609-98.5% | $9,702-99.9% | $847-98.9% |