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 COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,137 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,225 | $76,050+121.2% | $96,544+74.2% | $71,457+135.4% |
| Participation rate | 80.2% | 74.4%+5.8pp | 76.0%+4.2pp | 67.9%+12.3pp |
| Annual return | 18.61% | 22.81%-4.2pp | 25.84%-7.2pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,622 | $2,244+16.8% | $2,965-11.6% | $2,588+1.3% |
| Participant deferral / active EE | $2,911 | $4,215-31.0% | $4,851-40.0% | $4,289-32.1% |
| Admin fee / account holder | $25 | $2,707-99.1% | $8,252-99.7% | $1,587-98.4% |