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 COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $4,329 |
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 | $141,290 | $89,282+58.3% | $94,646+49.3% | $74,419+89.9% |
| Participation rate | 97.7% | 82.4%+15.2pp | 80.8%+16.8pp | 70.7%+26.9pp |
| Annual return | 20.46% | 25.96%-5.5pp | 156.71%-136.3pp | 34.38%-13.9pp |
| Employer contribution / active EE | $4,138 | $3,022+36.9% | $3,672+12.7% | $2,637+56.9% |
| Participant deferral / active EE | $10,568 | $8,425+25.4% | $7,418+42.5% | $4,528+133.4% |
| Admin fee / account holder | $10 | $219-95.3% | $7,231-99.9% | $348-97.0% |