Filed February 11, 2010 (most recent of 5 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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,359 | $23,385+38.4% | $69,182-53.2% | $57,658-43.9% |
| Participation rate | 20.3% | 37.9%-17.6pp | 55.1%-34.8pp | 70.2%-50.0pp |
| Annual return | 7.79% | -659.34%+667.1pp | -21.93%+29.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $266 | $422-37.0% | $1,206-77.9% | $1,974-86.5% |
| Participant deferral / active EE | $726 | $843-13.8% | $1,897-61.7% | $3,061-76.3% |
| Admin fee / account holder | $19 | $82-77.4% | $2,697-99.3% | $95-80.4% |