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) | $69,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,473 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,379 |
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 | $136,000 | $84,487+61.0% | $125,339+8.5% | $66,914+103.2% |
| Participation rate | 95.5% | 76.4%+19.1pp | 82.4%+13.2pp | 69.8%+25.7pp |
| Annual return | -16.29% | -8.39%-7.9pp | 572.05%-588.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $6,265 | $3,553+76.3% | $4,814+30.2% | $2,544+146.3% |
| Participant deferral / active EE | $11,451 | $6,781+68.9% | $7,446+53.8% | $4,237+170.3% |
| Admin fee / account holder | $329 | $685-52.0% | $10,010-96.7% | $593-44.6% |