Filed July 6, 2001
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 |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC1+ years Service code 53 · EIN 41-1486060 | Insurance Commissions | $22,295 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,610 |
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 | $109,691 | $57,108+92.1% | $94,224+16.4% | $52,331+109.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 2.78% | 1.47%+1.3pp | 10.68%-7.9pp | 4.54%-1.8pp |
| Employer contribution / active EE | $6,060 | $1,735+249.2% | $3,587+69.0% | $1,882+222.1% |
| Participant deferral / active EE | $4,109 | $3,040+35.2% | $4,320-4.9% | $3,022+36.0% |
| Admin fee / account holder | $35 | $546-93.5% | $6,269-99.4% | $592-94.0% |