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 MINNSOTA Service code 15 · EIN 41-1276678 | Recordkeeping | $24,514 |
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 | $41,903 | $58,879-28.8% | $178,490-76.5% | $73,488-43.0% |
| Participation rate | 89.5% | 66.2%+23.3pp | 81.9%+7.6pp | 70.7%+18.8pp |
| Annual return | 2.67% | 24.86%-22.2pp | 151.07%-148.4pp | 28.51%-25.8pp |
| Employer contribution / active EE | $2,068 | $2,236-7.5% | $5,011-58.7% | $2,270-8.9% |
| Participant deferral / active EE | $2,478 | $2,567-3.5% | $5,202-52.4% | $3,740-33.7% |
| Admin fee / account holder | $150 | $400-62.5% | $13,984-98.9% | $513-70.7% |