Filed September 21, 1992 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES Service code 27 · EIN 41-1486060 401 N ROBERT STREET · SAINT PAUL, MN 55101 | Advisory (Plan) | $35,917 |
TIAA6 years Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Direct Payment | $29,443 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,196 | $63,745+61.9% | $98,442+4.8% | $79,386+30.0% |
| Participation rate | 97.1% | 69.9%+27.3pp | 73.3%+23.8pp | 70.7%+26.4pp |
| Annual return | 12.42% | 625.80%-613.4pp | 1492.73%-1480.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $2,204 | $2,557-13.8% | $2,960-25.5% | $2,427-9.2% |
| Participant deferral / active EE | $9,056 | $3,303+174.1% | $4,276+111.8% | $4,046+123.8% |
| Admin fee / account holder | $265 | $516-48.6% | $5,949-95.5% | $626-57.7% |