Filed March 17, 2016 (most recent of 4 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 |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $8,615 |
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 | $131,415 | $80,753+62.7% | $136,294-3.6% | $62,292+111.0% |
| Participation rate | 90.1% | 73.5%+16.6pp | 81.9%+8.2pp | 69.5%+20.6pp |
| Annual return | 17.02% | 35.83%-18.8pp | 5155.94%-5138.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $5,244 | $2,884+81.9% | $4,695+11.7% | $2,042+156.8% |
| Participant deferral / active EE | $6,272 | $5,164+21.4% | $6,247+0.4% | $3,169+97.9% |
| Admin fee / account holder | $46 | $525-91.3% | $9,243-99.5% | $479-90.5% |