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 10-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 COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $17,851 |
CHRIS T. BENNETT, CPA1 year Filed as: CHRIS T. BENNETT Service code 10 · EIN 91-1088177 | Accounting | $3,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,439 | $69,362+0.1% | $101,248-31.4% | $73,488-5.5% |
| Participation rate | 60.6% | 68.4%-7.8pp | 75.8%-15.2pp | 70.7%-10.0pp |
| Annual return | 15.40% | 18.46%-3.1pp | 46.47%-31.1pp | 28.51%-13.1pp |
| Employer contribution / active EE | $3,931 | $2,628+49.6% | $3,660+7.4% | $2,270+73.2% |
| Participant deferral / active EE | $4,607 | $3,300+39.6% | $4,370+5.4% | $3,740+23.2% |
| Admin fee / account holder | $69 | $704-90.1% | $5,945-98.8% | $513-86.5% |