Filed October 23, 2014
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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $42,026 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,307 | $71,802+56.4% | $133,980-16.2% | $57,658+94.8% |
| Participation rate | 89.8% | 85.5%+4.3pp | 87.1%+2.7pp | 70.2%+19.6pp |
| Annual return | 6.05% | 13.51%-7.5pp | 29.30%-23.3pp | 5.13%+0.9pp |
| Employer contribution / active EE | $6,071 | $3,161+92.0% | $5,211+16.5% | $1,974+207.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $154 | $88+75.6% | $9,324-98.3% | $95+62.8% |