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 17 3030 N ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Pension Consulting | $30,377 |
MINNESOTA LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $27,411 |
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 | $23,247 | $40,174-42.1% | $84,015-72.3% | $67,579-65.6% |
| Participation rate | 84.9% | 62.7%+22.3pp | 69.0%+15.9pp | 71.3%+13.7pp |
| Annual return | 24.13% | 25.82%-1.7pp | 71.31%-47.2pp | 378.56%-354.4pp |
| Employer contribution / active EE | $875 | $808+8.4% | $1,983-55.9% | $2,148-59.2% |
| Participant deferral / active EE | $3,136 | $2,301+36.3% | $3,239-3.2% | $3,539-11.4% |
| Admin fee / account holder | $63 | $128-50.9% | $6,101-99.0% | $142-55.7% |