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 COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $5,323 |
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 | $29,639 | $44,873-33.9% | $79,464-62.7% | $56,287-47.3% |
| Participation rate | 92.7% | 68.7%+23.9pp | 73.3%+19.3pp | 69.9%+22.8pp |
| Annual return | -0.66% | 0.81%-1.5pp | 718.14%-718.8pp | -9.96%+9.3pp |
| Employer contribution / active EE | $738 | $2,140-65.5% | $2,800-73.6% | $2,111-65.0% |
| Participant deferral / active EE | $3,168 | $2,746+15.4% | $3,704-14.5% | $3,350-5.4% |
| Admin fee / account holder | $32 | $418-92.3% | $5,113-99.4% | $521-93.8% |