Filed January 28, 2006
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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $21,487 |
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 | $37,484 | $63,114-40.6% | $92,893-59.6% | $65,185-42.5% |
| Participation rate | 91.0% | 68.8%+22.2pp | 76.0%+14.9pp | 70.2%+20.8pp |
| Annual return | 26.47% | 28.75%-2.3pp | 109.41%-82.9pp | 29.38%-2.9pp |
| Employer contribution / active EE | $1,133 | $2,571-55.9% | $3,653-69.0% | $2,177-48.0% |
| Participant deferral / active EE | $3,668 | $3,108+18.0% | $4,236-13.4% | $3,514+4.4% |
| Admin fee / account holder | $28 | $624-95.5% | $5,794-99.5% | $847-96.7% |