Filed January 23, 2025 (most recent of 3 filings on file)
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 FINANCIAL NETWO Service code 27 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Advisory (Plan) | $39,171 |
UNIFIED TRUST COMPANY, N.A.7+ years Filed as: UNIFIED TRUST COMPANY NA Service code 15 · EIN 61-1381380 | Recordkeeping | $26,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,042 | $102,553-23.9% | $151,611-48.5% | $66,914+16.6% |
| Participation rate | 94.4% | 85.5%+8.9pp | 87.5%+6.9pp | 69.8%+24.6pp |
| Annual return | -10.52% | -10.82%+0.3pp | 3.33%-13.9pp | 1.58%-12.1pp |
| Employer contribution / active EE | $5,076 | $4,180+21.4% | $6,166-17.7% | $2,544+99.5% |
| Participant deferral / active EE | $5,546 | $6,641-16.5% | $8,363-33.7% | $4,237+30.9% |
| Admin fee / account holder | $332 | $630-47.4% | $11,616-97.1% | $593-44.1% |