Filed January 18, 2019 (most recent of 4 filings on file)
Total covered: 15 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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $21,662 |
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 | $68,780 | $71,802-4.2% | $133,980-48.7% | $57,658+19.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 11.76% | 13.51%-1.7pp | 29.30%-17.5pp | 5.13%+6.6pp |
| Employer contribution / active EE | $3,948 | $3,161+24.9% | $5,211-24.2% | $1,974+100.0% |
| Participant deferral / active EE | $4,450 | $4,606-3.4% | $6,282-29.2% | $3,061+45.4% |
| Admin fee / account holder | $36 | $88-59.4% | $9,324-99.6% | $95-62.3% |