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 WEALTH MGMT CO Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $79,991 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $53,832 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,452 | $91,517-19.7% | $101,248-27.5% | $73,409+0.1% |
| Participation rate | 72.4% | 73.8%-1.4pp | 75.8%-3.4pp | 72.2%+0.2pp |
| Annual return | 6.47% | 17.17%-10.7pp | 46.47%-40.0pp | 59.29%-52.8pp |
| Employer contribution / active EE | $1,205 | $2,877-58.1% | $3,660-67.1% | $2,234-46.1% |
| Participant deferral / active EE | $1,855 | $3,338-44.4% | $4,370-57.6% | $3,805-51.3% |
| Admin fee / account holder | $223 | $216+3.5% | $5,945-96.2% | $158+41.5% |