Filed July 1, 2019
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 COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $0 |
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 | $80,158 | $137,414-41.7% | $189,513-57.7% | $85,850-6.6% |
| Participation rate | 98.5% | 84.6%+13.9pp | 87.8%+10.7pp | 69.3%+29.2pp |
| Annual return | 14.75% | 38.14%-23.4pp | 555.15%-540.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,880 | $4,344-10.7% | $6,162-37.0% | $2,565+51.2% |
| Participant deferral / active EE | $6,127 | $6,260-2.1% | $8,221-25.5% | $3,952+55.1% |
| Admin fee / account holder | $67 | $8,630-99.2% | $12,045-99.4% | $6,260-98.9% |