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 COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $1,863 |
Annual investment return 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 | $100,333 | $136,307-26.4% | $177,821-43.6% | $73,488+36.5% |
| Participation rate | 84.6% | 86.1%-1.5pp | 87.7%-3.1pp | 70.7%+13.9pp |
| Annual return | 11.52% | 18.68%-7.2pp | 48.32%-36.8pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,940 | $3,712-47.7% | $5,918-67.2% | $2,270-14.5% |
| Participant deferral / active EE | $3,502 | $5,829-39.9% | $7,714-54.6% | $3,740-6.4% |
| Admin fee / account holder | $15 | $596-97.5% | $12,427-99.9% | $513-97.1% |