Filed January 13, 2021 (most recent of 6 filings on file)
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 | $20,797 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,155 | $65,118+15.4% | $76,768-2.1% | $55,725+34.9% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.0%+8.7pp | 70.9%+14.8pp |
| Annual return | 3.78% | -1.27%+5.0pp | 2.43%+1.3pp | 244.93%-241.2pp |
| Employer contribution / active EE | $332 | $1,941-82.9% | $2,485-86.6% | $2,078-84.0% |
| Participant deferral / active EE | $3,441 | $3,688-6.7% | $3,852-10.7% | $3,356+2.6% |
| Admin fee / account holder | $40 | $116-65.6% | $6,675-99.4% | $115-65.4% |