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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $19,916 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,428 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,958 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,936 | $63,299-33.7% | $91,001-53.9% | $62,292-32.7% |
| Participation rate | 72.4% | 73.3%-0.9pp | 75.6%-3.2pp | 69.5%+2.9pp |
| Annual return | 16.08% | 20.99%-4.9pp | 4.60%+11.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $626 | $1,807-65.4% | $2,456-74.5% | $2,042-69.4% |
| Participant deferral / active EE | $1,992 | $2,943-32.3% | $3,547-43.9% | $3,169-37.1% |
| Admin fee / account holder | $110 | $468-76.5% | $5,417-98.0% | $479-77.1% |