Filed May 31, 2017
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 |
|---|---|---|
Service code 13 7365 KIRKWOOD COURT N · MAPLE GROVE, MN 55369 | Contract Administrator | $48,678 |
Filed as: STRONG TOWER ADVISOR Service code 27 333 SEVENTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $42,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,933 | $84,993-51.8% | $129,995-68.5% | $80,160-48.9% |
| Participation rate | 95.0% | 79.5%+15.5pp | 78.5%+16.5pp | 72.9%+22.1pp |
| Annual return | 16.91% | 23.76%-6.8pp | -137.18%+154.1pp | 40.38%-23.5pp |
| Employer contribution / active EE | $786 | $3,051-74.3% | $4,320-81.8% | $2,978-73.6% |
| Participant deferral / active EE | $5,220 | $4,984+4.7% | $5,820-10.3% | $5,017+4.0% |
| Admin fee / account holder | $40 | $391-89.7% | $10,614-99.6% | $145-72.4% |