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 |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $10,653 |
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 | $27,292 | $65,435-58.3% | $86,677-68.5% | $66,914-59.2% |
| Participation rate | 70.0% | 75.5%-5.4pp | 76.6%-6.5pp | 69.8%+0.2pp |
| Annual return | -16.61% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $953 | $2,153-55.8% | $2,836-66.4% | $2,544-62.6% |
| Participant deferral / active EE | $2,587 | $4,100-36.9% | $4,656-44.4% | $4,237-38.9% |
| Admin fee / account holder | $50 | $642-92.2% | $7,493-99.3% | $593-91.5% |