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 COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $22,127 |
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 | $78,698 | $81,537-3.5% | $149,718-47.4% | $69,631+13.0% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.1%+12.5pp | 70.7%+28.9pp |
| Annual return | 19.08% | 22.79%-3.7pp | 1501.63%-1482.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $4,374 | $3,239+35.0% | $5,445-19.7% | $2,032+115.2% |
| Participant deferral / active EE | $4,803 | $4,994-3.8% | $6,569-26.9% | $3,224+49.0% |
| Admin fee / account holder | $33 | $107-68.7% | $11,283-99.7% | $110-69.7% |