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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $10,240 |
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 | $271,798 | $74,024+267.2% | $77,999+248.5% | $57,658+371.4% |
| Participation rate | 87.2% | 79.7%+7.5pp | 75.5%+11.7pp | 70.2%+17.0pp |
| Annual return | 6.95% | 12.14%-5.2pp | 425.96%-419.0pp | 5.13%+1.8pp |
| Employer contribution / active EE | $7,942 | $2,365+235.8% | $2,470+221.5% | $1,974+302.4% |
| Participant deferral / active EE | $7,585 | $3,533+114.7% | $3,497+116.9% | $3,061+147.8% |
| Admin fee / account holder | $18 | $93-80.5% | $5,480-99.7% | $95-80.8% |