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 COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $38,465 |
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 | $75,441 | $92,971-18.9% | $96,683-22.0% | $74,419+1.4% |
| Participation rate | 99.4% | 71.5%+27.9pp | 74.3%+25.1pp | 70.7%+28.7pp |
| Annual return | 19.03% | 37.49%-18.5pp | 35.69%-16.7pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,918 | $3,426-44.0% | $3,737-48.7% | $2,637-27.3% |
| Participant deferral / active EE | $6,043 | $3,970+52.2% | $4,878+23.9% | $4,528+33.4% |
| Admin fee / account holder | $51 | $633-91.9% | $6,730-99.2% | $348-85.2% |