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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $43,562 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,124 | $69,305-37.8% | $82,313-47.6% | $69,631-38.1% |
| Participation rate | 81.5% | 80.3%+1.3pp | 76.9%+4.6pp | 70.7%+10.8pp |
| Annual return | 13.23% | 21.47%-8.2pp | 25.88%-12.6pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $931 | $1,887-50.6% | $2,428-61.6% | $2,032-54.2% |
| Participant deferral / active EE | $3,244 | $3,568-9.1% | $3,706-12.5% | $3,224+0.6% |
| Admin fee / account holder | $83 | $97-14.5% | $5,608-98.5% | $110-24.7% |