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 WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $82,919 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,339 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,209 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,138 | $101,317+62.0% | $146,958+11.7% | $74,495+120.3% |
| Participation rate | 95.8% | 75.5%+20.2pp | 82.2%+13.6pp | 67.2%+28.6pp |
| Annual return | 14.04% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $10,445 | $3,810+174.1% | $4,933+111.7% | $2,623+298.2% |
| Participant deferral / active EE | $24,222 | $7,303+231.7% | $8,070+200.1% | $4,346+457.4% |
| Admin fee / account holder | $387 | $1,739-77.7% | $12,998-97.0% | $1,942-80.1% |