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 COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $19,870 |
Filed as: RINA ACCOUNTANCY Service code 10 · EIN 94-3158857 | Accounting | $10,100 |
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 | $49,623 | $77,813-36.2% | $123,544-59.8% | $64,186-22.7% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.3%+8.0pp | 69.6%+20.8pp |
| Annual return | -7.23% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,688 | $3,014+88.7% | $4,628+22.9% | $2,381+138.9% |
| Participant deferral / active EE | $2,681 | $5,240-48.8% | $6,426-58.3% | $3,470-22.7% |
| Admin fee / account holder | $222 | $5,519-96.0% | $9,284-97.6% | $4,888-95.5% |