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 | $62,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,683 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,831 | $100,227+3.6% | $169,993-38.9% | $74,419+39.5% |
| Participation rate | 82.6% | 87.3%-4.7pp | 87.0%-4.4pp | 70.7%+11.9pp |
| Annual return | 17.16% | 66.08%-48.9pp | 53.37%-36.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $3,170 | $4,263-25.6% | $6,785-53.3% | $2,637+20.2% |
| Participant deferral / active EE | $7,952 | $7,143+11.3% | $10,408-23.6% | $4,528+75.6% |
| Admin fee / account holder | $32 | $234-86.3% | $12,815-99.7% | $348-90.8% |