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 | $33,687 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,175 |
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 | $54,101 | $80,005-32.4% | $140,016-61.4% | $55,725-2.9% |
| Participation rate | 80.0% | 87.0%-7.0pp | 87.5%-7.5pp | 70.9%+9.1pp |
| Annual return | -2.80% | 0.46%-3.3pp | 651.12%-653.9pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,886 | $3,403-44.6% | $5,606-66.4% | $2,078-9.3% |
| Participant deferral / active EE | $6,699 | $5,264+27.3% | $6,927-3.3% | $3,356+99.6% |
| Admin fee / account holder | $16 | $116-85.9% | $10,705-99.8% | $115-85.8% |