Filed November 9, 2005
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 COMPANY6+ years Filed as: MINNESOTA LIFE Service code 51 · EIN 41-0417830 | Investment Mgmt Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,982 | $58,879+224.4% | $178,490+7.0% | $73,488+159.9% |
| Participation rate | 87.2% | 66.2%+21.0pp | 81.9%+5.3pp | 70.7%+16.6pp |
| Annual return | 15.80% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $3,039 | $2,236+35.9% | $5,011-39.3% | $2,270+33.9% |
| Participant deferral / active EE | $6,288 | $2,567+144.9% | $5,202+20.9% | $3,740+68.2% |
| Admin fee / account holder | $222 | $400-44.5% | $13,984-98.4% | $513-56.7% |