See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $37,943 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $84,318 | $67,703+24.5% | $127,761-34.0% | $65,185+29.4% |
| Participation rate | 94.4% | 74.5%+19.9pp | 79.0%+15.4pp | 70.2%+24.2pp |
| Annual return | 24.12% | 24.36%-0.2pp | 26.14%-2.0pp | 29.38%-5.3pp |
| Employer contribution / active EE | $2,881 | $3,724-22.6% | $4,574-37.0% | $2,177+32.3% |
| Participant deferral / active EE | $6,325 | $4,787+32.1% | $6,021+5.0% | $3,514+80.0% |
| Admin fee / account holder | $106 | $618-82.8% | $9,395-98.9% | $847-87.5% |