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 MANAGMEN Service code 27 611 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $29,704 |
CARPENTER MORSE GROUP1 year Service code 13 2170 WEST STATE ROAD 434 SUITE 280 · LONGWOOD, FL 32779 | Contract Administrator | $3,100 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,413 |
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 | $135,337 | $91,190+48.4% | $178,490-24.2% | $79,858+69.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.42% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,897 | $3,256+50.4% | $5,011-2.3% | $2,471+98.2% |
| Participant deferral / active EE | $3,599 | $3,236+11.2% | $5,202-30.8% | $3,740-3.8% |
| Admin fee / account holder | $275 | $6,751-95.9% | $13,984-98.0% | $5,306-94.8% |