Filed December 10, 1998
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 | $1,792 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,778 | $43,423-42.9% | $78,689-68.5% | $55,167-55.1% |
| Participation rate | 89.0% | 68.0%+21.0pp | 73.6%+15.4pp | 69.0%+20.0pp |
| Annual return | 6.48% | 11.53%-5.0pp | 62.18%-55.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $584 | $1,997-70.8% | $2,851-79.5% | $1,963-70.3% |
| Participant deferral / active EE | $2,713 | $2,509+8.2% | $3,517-22.8% | $3,054-11.2% |
| Admin fee / account holder | $12 | $416-97.1% | $4,510-99.7% | $504-97.6% |