Filed September 13, 2015
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 COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $70,478 |
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 | $54,742 | $72,254-24.2% | $86,677-36.8% | $64,808-15.5% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.6%+18.1pp | 71.5%+23.2pp |
| Annual return | -14.78% | 392.42%-407.2pp | 35.91%-50.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,587 | $2,393-33.7% | $2,836-44.1% | $2,506-36.7% |
| Participant deferral / active EE | $5,201 | $4,658+11.7% | $4,656+11.7% | $4,310+20.7% |
| Admin fee / account holder | $107 | $174-38.3% | $7,493-98.6% | $188-42.9% |