Filed June 5, 2014 (most recent of 4 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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $2,543 |
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 | $90,058 | $98,982-9.0% | $162,163-44.5% | $65,185+38.2% |
| Participation rate | 89.7% | 85.8%+3.9pp | 87.6%+2.2pp | 70.2%+19.5pp |
| Annual return | 23.80% | 24.84%-1.0pp | 115.59%-91.8pp | 29.38%-5.6pp |
| Employer contribution / active EE | $2,177 | $3,467-37.2% | $5,614-61.2% | $2,1770% |
| Participant deferral / active EE | $3,791 | $5,384-29.6% | $7,298-48.1% | $3,514+7.9% |
| Admin fee / account holder | $21 | $596-96.6% | $10,843-99.8% | $847-97.6% |