Filed December 29, 2003 (most recent of 2 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 COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $35,761 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,290 | $50,458+25.4% | $159,960-60.4% | $64,808-2.3% |
| Participation rate | 98.9% | 68.0%+30.8pp | 78.0%+20.9pp | 71.5%+27.4pp |
| Annual return | -17.30% | -13.42%-3.9pp | 408.60%-425.9pp | 32.82%-50.1pp |
| Employer contribution / active EE | $1,836 | $1,722+6.6% | $4,226-56.5% | $2,506-26.7% |
| Participant deferral / active EE | $5,650 | $4,004+41.1% | $6,182-8.6% | $4,310+31.1% |
| Admin fee / account holder | $50 | $706-93.0% | $8,698-99.4% | $188-73.6% |