See peer percentile detail. $4.99 for your first month.
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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 COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $68,146 |
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 | $37,228 | $52,886-29.6% | $109,895-66.1% | $93,030-60.0% |
| Participation rate | 80.5% | 66.4%+14.1pp | 74.2%+6.3pp | 73.9%+6.6pp |
| Annual return | 16.15% | 16.89%-0.7pp | 29.45%-13.3pp | 158.70%-142.5pp |
| Employer contribution / active EE | $1,959 | $1,248+56.9% | $2,842-31.1% | $2,706-27.6% |
| Participant deferral / active EE | $3,591 | $2,815+27.6% | $4,048-11.3% | $4,562-21.3% |
| Admin fee / account holder | $61 | $91-32.6% | $6,066-99.0% | $152-59.7% |