Filed January 6, 2006 (most recent of 3 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 COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $10,115 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $259,794 | $62,324+316.8% | $68,509+279.2% | $55,191+370.7% |
| Participation rate | 89.9% | 78.9%+11.0pp | 74.7%+15.2pp | 69.2%+20.7pp |
| Annual return | 1.18% | 4.26%-3.1pp | 8.27%-7.1pp | 10.78%-9.6pp |
| Employer contribution / active EE | $8,078 | $2,223+263.4% | $2,278+254.6% | $1,899+325.4% |
| Participant deferral / active EE | $8,127 | $3,425+137.3% | $3,382+140.3% | $3,046+166.8% |
| Admin fee / account holder | $18 | $91-80.7% | $5,275-99.7% | $91-80.6% |