See peer percentile detail with Solo.
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 | $4,175 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SER Service code 61 · EIN 52-2114207 | Finders' fees / placement fees | $0 |
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 | $52,069 | $57,108-8.8% | $94,224-44.7% | $52,331-0.5% |
| Participation rate | 78.7% | 72.9%+5.8pp | 78.8%-0.1pp | 68.1%+10.6pp |
| Annual return | -0.16% | 1.47%-1.6pp | 10.68%-10.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,257 | $1,735+30.1% | $3,587-37.1% | $1,882+20.0% |
| Participant deferral / active EE | $2,942 | $3,040-3.2% | $4,320-31.9% | $3,022-2.7% |
| Admin fee / account holder | $20 | $546-96.4% | $6,269-99.7% | $592-96.7% |