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 COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $9,060 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $290,664 | $75,284+286.1% | $91,001+219.4% | $69,631+317.4% |
| Participation rate | 87.8% | 80.4%+7.4pp | 75.6%+12.2pp | 70.7%+17.1pp |
| Annual return | 10.49% | 48.40%-37.9pp | 4.60%+5.9pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $8,022 | $2,473+224.4% | $2,456+226.7% | $2,032+294.8% |
| Participant deferral / active EE | $7,577 | $3,700+104.8% | $3,547+113.6% | $3,224+135.1% |
| Admin fee / account holder | $16 | $111-85.1% | $5,417-99.7% | $110-85.1% |