Filed April 18, 2024
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 COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $2,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,082 | $185,342-29.8% | $111,297+16.9% | $86,799+49.9% |
| Participation rate | 93.8% | 81.0%+12.9pp | 77.3%+16.5pp | 72.3%+21.6pp |
| Annual return | 16.31% | 500.80%-484.5pp | 54.65%-38.3pp | 97.91%-81.6pp |
| Employer contribution / active EE | $1,697 | $2,246-24.5% | $2,731-37.9% | $2,405-29.5% |
| Participant deferral / active EE | $6,799 | $4,458+52.5% | $4,487+51.5% | $4,131+64.6% |
| Admin fee / account holder | $9 | $255-96.5% | $7,964-99.9% | $170-94.7% |