Filed December 22, 2016 (most recent of 2 filings on file)
Total covered: 4 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,369 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,288 | $87,125+57.6% | $108,410+26.6% | $86,799+58.2% |
| Participation rate | 95.7% | 80.5%+15.2pp | 80.1%+15.6pp | 72.3%+23.4pp |
| Annual return | 14.28% | 25.21%-10.9pp | 905.27%-891.0pp | 97.91%-83.6pp |
| Employer contribution / active EE | $7,686 | $2,477+210.2% | $3,558+116.0% | $2,405+219.5% |
| Participant deferral / active EE | $8,646 | $6,944+24.5% | $6,563+31.7% | $4,131+109.3% |
| Admin fee / account holder | $8 | $130-93.8% | $7,295-99.9% | $170-95.2% |