Filed September 9, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $25,126 |
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 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 | $18,994 | $155,795-87.8% | $136,294-86.1% | $69,631-72.7% |
| Participation rate | 71.1% | 75.2%-4.2pp | 81.9%-10.9pp | 70.7%+0.4pp |
| Annual return | 23.80% | 232464.33%-232440.5pp | 5155.94%-5132.1pp | 27571.02%-27547.2pp |
| Employer contribution / active EE | $1,559 | $2,991-47.9% | $4,695-66.8% | $2,032-23.3% |
| Participant deferral / active EE | $6,451 | $5,394+19.6% | $6,247+3.3% | $3,224+100.1% |
| Admin fee / account holder | $46 | $128-64.2% | $9,243-99.5% | $110-58.5% |