Filed February 14, 2022 (most recent of 2 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 INVESTMENT Service code 55 · EIN 39-2018056 | Other Commissions | $24,499 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,775 |
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 | $49,740 | $81,537-39.0% | $149,718-66.8% | $69,631-28.6% |
| Participation rate | 79.7% | 86.1%-6.4pp | 87.1%-7.3pp | 70.7%+9.0pp |
| Annual return | 24.34% | 22.79%+1.6pp | 1501.63%-1477.3pp | 27571.02%-27546.7pp |
| Employer contribution / active EE | $1,664 | $3,239-48.6% | $5,445-69.4% | $2,032-18.1% |
| Participant deferral / active EE | $5,868 | $4,994+17.5% | $6,569-10.7% | $3,224+82.0% |
| Admin fee / account holder | $14 | $107-86.7% | $11,283-99.9% | $110-87.1% |