Filed June 12, 2008
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 | $1,670 |
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 | $70,609 | $80,753-12.6% | $136,294-48.2% | $62,292+13.4% |
| Participation rate | 79.8% | 73.5%+6.2pp | 81.9%-2.2pp | 69.5%+10.2pp |
| Annual return | 21.92% | 35.83%-13.9pp | 5155.94%-5134.0pp | 28.90%-7.0pp |
| Employer contribution / active EE | $2,514 | $2,884-12.8% | $4,695-46.5% | $2,042+23.1% |
| Participant deferral / active EE | $3,612 | $5,164-30.1% | $6,247-42.2% | $3,169+14.0% |
| Admin fee / account holder | $9 | $525-98.2% | $9,243-99.9% | $479-98.1% |