Filed September 28, 2016 (most recent of 2 filings on file)
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 COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $10,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,308 | $125,758-57.6% | $169,993-68.6% | $75,163-29.1% |
| Participation rate | 81.7% | 83.6%-1.9pp | 87.0%-5.3pp | 67.2%+14.5pp |
| Annual return | 16.97% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,651 | $6,837+41.1% | $10,408-7.3% | $4,125+134.0% |
| Admin fee / account holder | $75 | $8,173-99.1% | $12,815-99.4% | $5,651-98.7% |