Filed February 18, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 15 · EIN 41-1276678 7760 FRANCE AVE. S. SUITE 950 · BLOOMINGTON, MN 55435 | Recordkeeping | $14,517 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $14,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,953 | $34,677-45.3% | $77,024-75.4% | $64,808-70.8% |
| Participation rate | 21.5% | 49.8%-28.3pp | 67.9%-46.4pp | 71.5%-49.9pp |
| Annual return | -17.45% | -5.33%-12.1pp | 42.32%-59.8pp | 32.82%-50.3pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $553 | $2,556-78.4% | $4,426-87.5% | $4,310-87.2% |
| Admin fee / account holder | $82 | $179-53.9% | $5,425-98.5% | $188-56.2% |