Filed May 10, 2018 (most recent of 3 filings on file)
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 13 · EIN 41-0417830 | Contract Administrator | $13,848 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $162,048 | $73,638+120.1% | $95,952+68.9% | $73,488+120.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 12.77% | 16.78%-4.0pp | 91.61%-78.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $9,595 | $1,863+415.0% | $2,541+277.6% | $2,270+322.7% |
| Participant deferral / active EE | $4,303 | $3,617+19.0% | $4,167+3.3% | $3,740+15.1% |
| Admin fee / account holder | $71 | $482-85.2% | $6,795-98.9% | $513-86.1% |