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 8-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 COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $0 |
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 | $46,062 | $54,590-15.6% | $81,930-43.8% | $73,488-37.3% |
| Participation rate | 75.1% | 68.3%+6.8pp | 72.0%+3.1pp | 70.7%+4.4pp |
| Annual return | 19.96% | 17.74%+2.2pp | 29.49%-9.5pp | 28.51%-8.6pp |
| Employer contribution / active EE | $2,387 | $1,636+45.9% | $4,310-44.6% | $2,270+5.2% |
| Participant deferral / active EE | $4,295 | $2,759+55.7% | $7,107-39.6% | $3,740+14.9% |
| Admin fee / account holder | $17 | $592-97.1% | $5,158-99.7% | $513-96.6% |