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 | $25,749 |
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 | $45,413 | $65,061-30.2% | $143,757-68.4% | $66,914-32.1% |
| Participation rate | 90.5% | 65.2%+25.4pp | 80.3%+10.2pp | 69.8%+20.7pp |
| Annual return | -11.84% | -11.14%-0.7pp | -0.04%-11.8pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,395 | $2,361+1.5% | $4,951-51.6% | $2,544-5.9% |
| Participant deferral / active EE | $2,964 | $2,919+1.6% | $5,637-47.4% | $4,237-30.0% |
| Admin fee / account holder | $167 | $502-66.8% | $14,673-98.9% | $593-71.9% |