Filed October 18, 2004
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 Service code 13 · EIN 47-0417830 | Contract Administrator | $9,667 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $155,023 | $73,638+110.5% | $95,952+61.6% | $73,488+110.9% |
| Participation rate | 99.0% | 76.2%+22.8pp | 77.1%+21.9pp | 70.7%+28.3pp |
| Annual return | 15.30% | 16.78%-1.5pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,924 | $1,863+56.9% | $2,541+15.1% | $2,270+28.8% |
| Participant deferral / active EE | $3,500 | $3,617-3.2% | $4,167-16.0% | $3,740-6.4% |
| Admin fee / account holder | $27 | $482-94.3% | $6,795-99.6% | $513-94.7% |