Filed December 22, 2016 (most recent of 2 filings on file)
Total covered: 4 employees
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 COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,242 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,104 | $62,543+21.7% | $83,333-8.7% | $55,725+36.6% |
| Participation rate | 97.0% | 78.4%+18.6pp | 77.8%+19.2pp | 70.9%+26.1pp |
| Annual return | -7.10% | 14.85%-21.9pp | 10.63%-17.7pp | 244.93%-252.0pp |
| Employer contribution / active EE | $3,253 | $2,427+34.0% | $3,379-3.7% | $2,078+56.5% |
| Participant deferral / active EE | $7,906 | $5,682+39.1% | $5,565+42.1% | $3,356+135.6% |
| Admin fee / account holder | $9 | $103-91.5% | $7,510-99.9% | $115-92.4% |