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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,858 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $18,953 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $24,125 | $46,292-47.9% | $143,757-83.2% | $64,808-62.8% |
| Participation rate | 84.1% | 64.2%+19.9pp | 80.3%+3.8pp | 71.5%+12.6pp |
| Annual return | -15.97% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,865 | $1,910-2.4% | $4,951-62.3% | $2,506-25.6% |
| Participant deferral / active EE | $3,572 | $2,646+35.0% | $5,637-36.6% | $4,310-17.1% |
| Admin fee / account holder | $91 | $154-40.7% | $14,673-99.4% | $188-51.4% |