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 10-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 COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $4,954 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,718 | $76,000-85.9% | $154,107-93.0% | $64,186-83.3% |
| Participation rate | 72.5% | 70.4%+2.1pp | 83.0%-10.5pp | 69.6%+2.9pp |
| Annual return | -6.92% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,709 | $3,351-19.2% | $5,298-48.9% | $2,381+13.8% |
| Participant deferral / active EE | $982 | $3,175-69.1% | $5,081-80.7% | $3,470-71.7% |
| Admin fee / account holder | $45 | $5,596-99.2% | $13,411-99.7% | $4,888-99.1% |