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) | $93,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $79,002 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,229 | $78,275+6.3% | $109,143-23.7% | $86,799-4.1% |
| Participation rate | 89.9% | 73.8%+16.0pp | 75.9%+14.0pp | 72.3%+17.6pp |
| Annual return | 17.33% | 19.14%-1.8pp | 25.75%-8.4pp | 97.91%-80.6pp |
| Employer contribution / active EE | $3,488 | $3,105+12.3% | $3,722-6.3% | $2,405+45.0% |
| Participant deferral / active EE | $9,697 | $3,641+166.4% | $4,653+108.4% | $4,131+134.7% |
| Admin fee / account holder | $317 | $198+59.7% | $6,752-95.3% | $170+87.0% |