Filed August 6, 2020 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $37,430 |
Filed as: ROLAND CRISS Service code 14 · EIN 75-2866255 | Plan Administrator | $19,440 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,027 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,679 | $111,491-59.0% | $189,513-75.9% | $86,799-47.4% |
| Participation rate | 97.6% | 87.3%+10.2pp | 87.8%+9.7pp | 72.3%+25.3pp |
| Annual return | 18.08% | 83.50%-65.4pp | 555.15%-537.1pp | 97.91%-79.8pp |
| Employer contribution / active EE | $1,894 | $3,951-52.1% | $6,162-69.3% | $2,405-21.3% |
| Participant deferral / active EE | $5,916 | $6,437-8.1% | $8,221-28.0% | $4,131+43.2% |
| Admin fee / account holder | $98 | $189-48.2% | $12,045-99.2% | $170-42.3% |