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 |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $26,122 |
Service code 17 3030 N ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Pension Consulting | $25,939 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,368 | $35,485-51.1% | $74,550-76.7% | $55,725-68.8% |
| Participation rate | 86.8% | 62.5%+24.2pp | 69.1%+17.6pp | 70.9%+15.9pp |
| Annual return | -6.28% | 0.72%-7.0pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $744 | $777-4.3% | $1,961-62.1% | $2,078-64.2% |
| Participant deferral / active EE | $2,914 | $2,181+33.6% | $3,108-6.2% | $3,356-13.2% |
| Admin fee / account holder | $59 | $114-48.2% | $5,060-98.8% | $115-48.6% |