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 5-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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $245,964 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 17 · EIN 47-1411118 | Pension Consulting | $14,003 |
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY MANAGEMENT LLC Service code 27 · EIN 45-1564286 | Advisory (Plan) | $5,398 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $3,431 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,795 | $95,388-98.1% | $125,339-98.6% | $77,904-97.7% |
| Participation rate | 77.1% | 78.6%-1.5pp | 82.4%-5.3pp | 73.7%+3.4pp |
| Annual return | -14.99% | 116.19%-131.2pp | 572.05%-587.0pp | 12.21%-27.2pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $814 | $7,711-89.4% | $7,446-89.1% | $4,806-83.1% |
| Admin fee / account holder | $82 | $119-31.4% | $10,010-99.2% | $133-38.5% |