Filed March 26, 2007
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 |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC1+ years Service code 27 400 ROBERT ST N · SAINT PAUL, MN 55101 | Advisory (Plan) | $109,243 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $32,331 | $55,516-41.8% | $75,781-57.3% | $59,188-45.4% |
| Participation rate | 31.1% | 73.6%-42.5pp | 75.8%-44.7pp | 69.4%-38.3pp |
| Annual return | 0.22% | -1.89%+2.1pp | 9.68%-9.5pp | 5.51%-5.3pp |
| Employer contribution / active EE | $145 | $2,604-94.4% | $3,323-95.6% | $2,098-93.1% |
| Participant deferral / active EE | $1,286 | $2,599-50.5% | $3,651-64.8% | $3,265-60.6% |
| Admin fee / account holder | $78 | $110-29.2% | $5,299-98.5% | $92-15.5% |