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 COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $11,218 |
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 | $57,317 | $69,305-17.3% | $82,313-30.4% | $69,631-17.7% |
| Participation rate | 89.7% | 80.3%+9.4pp | 76.9%+12.8pp | 70.7%+19.0pp |
| Annual return | 16.56% | 21.47%-4.9pp | 25.88%-9.3pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,721 | $1,887-8.8% | $2,428-29.1% | $2,032-15.3% |
| Participant deferral / active EE | $3,924 | $3,568+10.0% | $3,706+5.9% | $3,224+21.7% |
| Admin fee / account holder | $14 | $97-85.1% | $5,608-99.7% | $110-86.9% |