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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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,906 |
Filed as: NORTHWESTERN MUTUAL INV SVCS INC Service code 33 · EIN 52-2114207 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,712 | $86,286-3.0% | $111,297-24.8% | $85,850-2.5% |
| Participation rate | 96.8% | 73.3%+23.5pp | 77.3%+19.5pp | 69.3%+27.5pp |
| Annual return | 11.22% | 19.99%-8.8pp | 54.65%-43.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $465 | $2,043-77.2% | $2,731-83.0% | $2,565-81.9% |
| Participant deferral / active EE | $5,899 | $3,641+62.0% | $4,487+31.5% | $3,952+49.3% |
| Admin fee / account holder | $30 | $8,188-99.6% | $7,964-99.6% | $6,260-99.5% |