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 MINNESOTA Service code 15 · EIN 41-1276678 | Recordkeeping | $13,664 |
Service code 28 320 6TH AVE SE · ABERDEEN, SD 57401 | Investment Management | $6,677 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,079 | $49,138-53.0% | $84,015-72.5% | $65,185-64.6% |
| Participation rate | 97.2% | 60.7%+36.5pp | 69.0%+28.2pp | 70.2%+27.0pp |
| Annual return | 25.37% | 23.00%+2.4pp | 71.31%-45.9pp | 29.38%-4.0pp |
| Employer contribution / active EE | $346 | $914-62.2% | $1,983-82.6% | $2,177-84.1% |
| Participant deferral / active EE | $1,191 | $2,397-50.3% | $3,239-63.2% | $3,514-66.1% |
| Admin fee / account holder | $165 | $543-69.6% | $6,101-97.3% | $847-80.5% |