Filed July 12, 2007 (most recent of 2 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 COMPANY10+ years Service code 12 · EIN 41-0417830 | Custodial (other than securities); Cl... | $124,386 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,856 | $61,058+374.7% | $71,209+307.1% | $85,563+238.8% |
| Participation rate | 98.5% | 58.6%+39.9pp | 73.8%+24.7pp | 66.0%+32.5pp |
| Annual return | 12.51% | 100.41%-87.9pp | 282.51%-270.0pp | 31.51%-19.0pp |
| Employer contribution / active EE | $11,128 | $2,199+406.2% | $2,721+309.0% | $2,654+319.4% |
| Participant deferral / active EE | $9,520 | $3,173+200.1% | $4,175+128.0% | $4,375+117.6% |
| Admin fee / account holder | $48 | $855-94.4% | $5,349-99.1% | $834-94.3% |