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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $9,417 |
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 | $133,349 | $89,652+48.7% | $141,162-5.5% | $65,185+104.6% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+16.9pp | 70.2%+29.2pp |
| Annual return | 24.80% | 32.79%-8.0pp | 71.39%-46.6pp | 29.38%-4.6pp |
| Employer contribution / active EE | $6,068 | $3,065+98.0% | $4,735+28.1% | $2,177+178.8% |
| Participant deferral / active EE | $6,830 | $5,691+20.0% | $6,709+1.8% | $3,514+94.4% |
| Admin fee / account holder | $44 | $569-92.3% | $10,261-99.6% | $847-94.8% |