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 |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $10,807 |
KRUGGEL, LAWTON & COMPANY, LLC1+ years Filed as: KRUGGEL, LAWTON & COMPANY LLC Service code 10 · EIN 35-1307701 | Accounting | $9,642 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,270 | $33,745+146.8% | $64,105+29.9% | $55,191+50.9% |
| Participation rate | 80.8% | 59.4%+21.5pp | 68.2%+12.7pp | 69.2%+11.7pp |
| Annual return | 3.85% | 4.95%-1.1pp | 791.24%-787.4pp | 10.78%-6.9pp |
| Employer contribution / active EE | $1,306 | $641+103.8% | $1,820-28.2% | $1,899-31.2% |
| Participant deferral / active EE | $3,555 | $1,929+84.3% | $2,822+26.0% | $3,046+16.7% |
| Admin fee / account holder | $82 | $94-13.3% | $4,499-98.2% | $91-9.9% |