Filed October 18, 2004
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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $1,398 |
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 | $24,465 | $46,732-47.6% | $156,549-84.4% | $55,167-55.7% |
| Participation rate | 95.0% | 65.8%+29.2pp | 84.0%+11.0pp | 69.0%+26.0pp |
| Annual return | 9.87% | 17.72%-7.8pp | 32.23%-22.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,084 | $2,105-48.5% | $5,501-80.3% | $1,963-44.8% |
| Participant deferral / active EE | $2,713 | $2,204+23.1% | $4,871-44.3% | $3,054-11.2% |
| Admin fee / account holder | $11 | $418-97.4% | $13,027-99.9% | $504-97.8% |