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 9-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 COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $45,752 |
SIKICH LLP7 years Filed as: SIKICH CAPITAL MANAGEMENT Service code 17 · EIN 20-8014560 | Pension Consulting | $44,719 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,675 | $69,823-44.6% | $77,163-49.9% | $74,419-48.0% |
| Participation rate | 94.1% | 70.0%+24.1pp | 69.6%+24.5pp | 70.7%+23.4pp |
| Annual return | 16.17% | 19.98%-3.8pp | 37.87%-21.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,816 | $2,150-15.5% | $2,535-28.4% | $2,637-31.1% |
| Participant deferral / active EE | $3,267 | $3,558-8.2% | $3,833-14.8% | $4,528-27.9% |
| Admin fee / account holder | $106 | $398-73.5% | $5,472-98.1% | $348-69.7% |