Filed March 11, 1
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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $26,023 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,227 | $74,347+59.0% | $93,606+26.3% | $67,579+74.9% |
| Participation rate | 97.6% | 80.6%+17.0pp | 75.8%+21.8pp | 71.3%+26.3pp |
| Annual return | 22.85% | 28.07%-5.2pp | 32.76%-9.9pp | 378.56%-355.7pp |
| Employer contribution / active EE | $3,657 | $2,583+41.6% | $2,718+34.5% | $2,148+70.3% |
| Participant deferral / active EE | $5,916 | $4,060+45.7% | $4,069+45.4% | $3,539+67.1% |
| Admin fee / account holder | $44 | $123-63.9% | $7,888-99.4% | $142-68.8% |