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 COMPANY7+ years Service code 13 · EIN 47-0417830 | Contract Administrator | $9,240 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,547 | $90,590+109.2% | $111,297+70.3% | - |
| Participation rate | 91.9% | 76.1%+15.8pp | 77.3%+14.6pp | - |
| Annual return | 17.67% | 11.74%+5.9pp | 54.65%-37.0pp | - |
| Employer contribution / active EE | $2,418 | $1,916+26.2% | $2,731-11.5% | - |
| Participant deferral / active EE | $3,611 | $4,059-11.0% | $4,487-19.5% | - |
| Admin fee / account holder | $73 | $3,379-97.8% | $7,964-99.1% | - |