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 COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $4,288 |
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 | $29,169 | $50,637-42.4% | $86,590-66.3% | $62,292-53.2% |
| Participation rate | 90.0% | 67.9%+22.1pp | 73.5%+16.5pp | 69.5%+20.5pp |
| Annual return | 17.53% | 20.80%-3.3pp | 964.84%-947.3pp | 28.90%-11.4pp |
| Employer contribution / active EE | $371 | $2,075-82.1% | $2,839-86.9% | $2,042-81.8% |
| Participant deferral / active EE | $2,862 | $2,611+9.6% | $3,609-20.7% | $3,169-9.7% |
| Admin fee / account holder | $27 | $413-93.3% | $4,906-99.4% | $479-94.3% |