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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $21,193 |
Annual investment return 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 | $84,483 | $79,519+6.2% | $95,952-12.0% | $73,409+15.1% |
| Participation rate | 82.9% | 81.2%+1.7pp | 77.1%+5.8pp | 72.2%+10.7pp |
| Annual return | 7.87% | 19.20%-11.3pp | 91.61%-83.7pp | 59.29%-51.4pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,955 | $4,138-4.4% | $4,167-5.1% | $3,805+3.9% |
| Admin fee / account holder | $39 | $184-78.6% | $6,795-99.4% | $158-75.1% |