Filed January 4, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $15,254 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,048 | $48,576-13.4% | $169,463-75.2% | $56,287-25.3% |
| Participation rate | 93.1% | 65.8%+27.3pp | 77.8%+15.3pp | 69.9%+23.3pp |
| Annual return | -5.13% | -2.51%-2.6pp | 1.83%-7.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,902 | $1,559+22.0% | $4,159-54.3% | $2,111-9.9% |
| Participant deferral / active EE | $4,563 | $3,275+39.3% | $5,277-13.5% | $3,350+36.2% |
| Admin fee / account holder | $51 | $435-88.2% | $9,109-99.4% | $521-90.2% |