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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.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SER Service code 61 · EIN 52-2114207 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $35,636 | $50,464-29.4% | $75,781-53.0% | $52,331-31.9% |
| Participation rate | 35.6% | 66.8%-31.2pp | 75.8%-40.3pp | 68.1%-32.5pp |
| Annual return | -1.51% | 1.03%-2.5pp | 9.68%-11.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $368 | $1,988-81.5% | $3,323-88.9% | $1,882-80.4% |
| Participant deferral / active EE | $1,036 | $2,570-59.7% | $3,651-71.6% | $3,022-65.7% |
| Admin fee / account holder | $18 | $1,103-98.4% | $5,299-99.7% | $592-97.0% |