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 |
|---|---|---|
Filed as: FRINGE BENEFITS DESIGN OF MN INC Service code 15 · EIN 41-1276678 7760 FRANCE AVE SO #810 · BLOOMINGTON, MN 55435 | Recordkeeping | $154,210 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST CO Service code 19 · EIN 75-3182674 | Securities Custodian | $20,224 |
REDHAWK WEALTH ADVISORS5 years Service code 27 · EIN 26-1948684 7400 METRO BLVD. #400 · MINNEAPOLIS, MN 55439 | Advisory (Plan) | $12,856 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,442 | $93,131+11.1% | $106,548-2.9% | $86,799+19.2% |
| Participation rate | 89.4% | 81.4%+8.0pp | 76.1%+13.3pp | 72.3%+17.1pp |
| Annual return | 9.56% | 19.45%-9.9pp | 26.80%-17.2pp | 97.91%-88.3pp |
| Employer contribution / active EE | $1,467 | $2,895-49.3% | $2,819-48.0% | $2,405-39.0% |
| Participant deferral / active EE | $5,864 | $4,708+24.5% | $4,398+33.3% | $4,131+41.9% |
| Admin fee / account holder | $286 | $145+96.8% | $7,407-96.1% | $170+68.4% |