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 |
|---|---|---|
Service code 13 · EIN 41-0417830 400 ROBERT STREET N · ST. PAUL, MN 55101 | Contract Administrator | $26,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,162 | $34,677-64.9% | $77,024-84.2% | $64,808-81.2% |
| Participation rate | 48.2% | 49.8%-1.7pp | 67.9%-19.8pp | 71.5%-23.3pp |
| Annual return | -17.93% | -5.33%-12.6pp | 42.32%-60.3pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,940 | $1,370+41.6% | $2,812-31.0% | $2,506-22.6% |
| Participant deferral / active EE | $976 | $2,556-61.8% | $4,426-77.9% | $4,310-77.3% |
| Admin fee / account holder | $47 | $179-73.7% | $5,425-99.1% | $188-75.0% |