Filed February 15, 2005
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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $8,320 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,517 | $58,512+54.7% | $84,015+7.7% | $72,985+24.0% |
| Participation rate | 97.8% | 61.2%+36.6pp | 69.0%+28.8pp | 69.5%+28.3pp |
| Annual return | 22.26% | 28.93%-6.7pp | 71.31%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,629 | $1,163+126.0% | $1,983+32.5% | $2,440+7.7% |
| Participant deferral / active EE | $5,623 | $2,394+134.9% | $3,239+73.6% | $3,607+55.9% |
| Admin fee / account holder | $60 | $4,569-98.7% | $6,101-99.0% | $5,124-98.8% |