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 |
|---|---|---|
Filed as: MINNESOTA LIFE COMPANY Service code 13 · EIN 41-0417830 | Contract Administrator | $52,641 |
SWEENEY CONRAD, P.S.3 years Filed as: SWEENEY CONRAD PS Service code 10 10210 NE POINTS DRIVE · KIRKLAND, WA 98033 | Accounting | $13,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,824 | $100,801-72.4% | $149,696-81.4% | $73,409-62.1% |
| Participation rate | 83.9% | 77.7%+6.2pp | 82.5%+1.4pp | 72.2%+11.7pp |
| Annual return | 19.34% | 265.34%-246.0pp | 276.60%-257.3pp | 59.29%-40.0pp |
| Employer contribution / active EE | $1,405 | $3,312-57.6% | $4,644-69.8% | $2,234-37.1% |
| Participant deferral / active EE | $5,980 | $6,404-6.6% | $6,842-12.6% | $3,805+57.1% |
| Admin fee / account holder | $88 | $181-51.4% | $9,309-99.1% | $158-44.4% |