Filed March 29, 1
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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $37,993 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,584 | $80,354+93.6% | $133,980+16.1% | $63,975+143.2% |
| Participation rate | 93.6% | 87.5%+6.1pp | 87.1%+6.5pp | 71.1%+22.5pp |
| Annual return | 8.85% | 13.11%-4.3pp | 29.30%-20.5pp | 48.65%-39.8pp |
| Employer contribution / active EE | $2,097 | $3,503-40.2% | $5,211-59.8% | $2,182-3.9% |
| Participant deferral / active EE | $6,236 | $5,239+19.0% | $6,282-0.7% | $3,356+85.8% |
| Admin fee / account holder | $10 | $69-85.4% | $9,324-99.9% | $70-85.7% |