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 COMPANY6+ years Service code 10 · EIN 41-0417830 | Accounting | $11,005 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,981 | $70,908+364.0% | $98,907+232.6% | $73,488+347.7% |
| Participation rate | 83.8% | 73.8%+10.0pp | 76.0%+7.8pp | 70.7%+13.1pp |
| Annual return | 10.64% | 34.17%-23.5pp | 196.43%-185.8pp | 28.51%-17.9pp |
| Employer contribution / active EE | $6,984 | $2,036+242.9% | $2,689+159.7% | $2,270+207.6% |
| Participant deferral / active EE | $6,926 | $3,500+97.9% | $4,244+63.2% | $3,740+85.2% |
| Admin fee / account holder | $23 | $535-95.8% | $6,642-99.7% | $513-95.6% |