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.
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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 INVESTMENT SVCS Service code 27 · EIN 39-0509570 720 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $46,155 |
Filed as: GREAT-WEST LIFE INSURANCE & ANNUITY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $45,742 |
PANAGIOTU PENSION ADVISORS, INC.2+ years Filed as: PANAGIOTU PENSION ADVISORS, INC Service code 10 · EIN 91-1463664 7350 CIRQUE DRIVE W, SUITE 201 · UNIVERSITY PLACE, WA 98467 | Accounting | $3,425 |
PANAGIOTU PENSION ADVISORS, INC.2+ years Service code 13 | Contract Administrator | $1,667 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,805 | $60,165+41.0% | $74,183+14.3% | $55,167+53.7% |
| Participation rate | 93.2% | 74.2%+19.1pp | 76.6%+16.6pp | 69.0%+24.2pp |
| Annual return | 8.72% | 10.00%-1.3pp | 17.74%-9.0pp | 169.23%-160.5pp |
| Employer contribution / active EE | $3,996 | $1,600+149.8% | $2,370+68.6% | $1,963+103.6% |
| Participant deferral / active EE | $6,780 | $2,973+128.1% | $3,550+91.0% | $3,054+122.0% |
| Admin fee / account holder | $249 | $419-40.6% | $5,586-95.5% | $504-50.6% |