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 8-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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $1,764 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,156 | $50,666-18.8% | $76,817-46.4% | $65,185-36.9% |
| Participation rate | 71.1% | 68.8%+2.3pp | 72.1%-1.0pp | 70.2%+0.9pp |
| Annual return | 63.23% | 28.51%+34.7pp | 1166.11%-1102.9pp | 29.38%+33.8pp |
| Employer contribution / active EE | $1,220 | $1,575-22.5% | $2,302-47.0% | $2,177-43.9% |
| Participant deferral / active EE | $2,622 | $2,647-0.9% | $3,336-21.4% | $3,514-25.4% |
| Admin fee / account holder | $10 | $463-97.9% | $6,420-99.8% | $847-98.9% |