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 4-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 Service code 27 611 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $36,197 |
HICKS PENSION SERVICES2 years Service code 13 · EIN 77-0155091 | Contract Administrator | $9,098 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,369 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,853 | $71,516-66.6% | $98,439-75.8% | $71,457-66.6% |
| Participation rate | 95.4% | 72.7%+22.7pp | 75.2%+20.3pp | 67.9%+27.5pp |
| Annual return | 67.60% | 32.41%+35.2pp | 21.16%+46.4pp | 28.85%+38.7pp |
| Employer contribution / active EE | $2,455 | $2,399+2.4% | $3,048-19.4% | $2,588-5.1% |
| Participant deferral / active EE | $3,476 | $4,109-15.4% | $4,738-26.6% | $4,289-19.0% |
| Admin fee / account holder | $151 | $1,675-91.0% | $8,948-98.3% | $1,587-90.5% |