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) | $46,699 |
HICKS PENSION SERVICES3 years Service code 13 · EIN 77-0155091 | Contract Administrator | $9,211 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,710 |
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).
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 | $25,702 | $78,485-67.3% | $106,213-75.8% | $74,495-65.5% |
| Participation rate | 96.7% | 72.8%+23.9pp | 75.3%+21.4pp | 67.2%+29.5pp |
| Annual return | 15.06% | 15.95%-0.9pp | 116.14%-101.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,524 | $2,5230% | $3,171-20.4% | $2,623-3.8% |
| Participant deferral / active EE | $4,512 | $4,322+4.4% | $5,016-10.0% | $4,346+3.8% |
| Admin fee / account holder | $170 | $2,232-92.4% | $11,033-98.5% | $1,942-91.2% |