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 | Recordkeeping and information managem... | $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 | $51,878+458.7% | $68,368+324.0% | $79,634+264.0% |
| Participation rate | 98.5% | 53.7%+44.8pp | 73.8%+24.7pp | 62.5%+36.0pp |
| Annual return | 12.51% | 137.43%-124.9pp | 292.57%-280.1pp | 36.46%-23.9pp |
| Employer contribution / active EE | $11,128 | $1,931+476.2% | $2,649+320.1% | $2,529+340.0% |
| Participant deferral / active EE | $9,520 | $2,577+269.4% | $4,123+130.9% | $3,835+148.3% |
| Admin fee / account holder | $48 | $942-94.9% | $5,150-99.1% | $1,002-95.2% |