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 52-2114207 | Other Commissions | $71,436 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,115 | $86,897-5.5% | $151,611-45.8% | $64,808+26.7% |
| Participation rate | 86.9% | 87.3%-0.4pp | 87.5%-0.6pp | 71.5%+15.4pp |
| Annual return | -15.79% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $3,956 | $4,010-1.3% | $6,166-35.8% | $2,506+57.9% |
| Participant deferral / active EE | $9,344 | $6,690+39.7% | $8,363+11.7% | $4,310+116.8% |
| Admin fee / account holder | $63 | $153-58.9% | $11,616-99.5% | $188-66.5% |