Filed June 30, 2016 (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 9-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 COMPANY9+ years Service code 11 · EIN 41-0417830 | Actuarial | $0 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $417,381-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 0.0%0pp |
| Annual return | 9.78% | 8.76%+1.0pp | 5.83%+4.0pp | 8.76%+1.0pp |
| Employer contribution / active EE | $4,173 | $16,627-74.9% | $38,352-89.1% | $16,627-74.9% |
| Participant deferral / active EE | $0 | $888-100.0% | $165-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $6,587-100.0% | - |