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 COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $2,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,609 | $121,341-4.7% | $189,513-39.0% | $79,386+45.6% |
| Participation rate | 87.2% | 86.1%+1.1pp | 87.8%-0.7pp | 70.7%+16.5pp |
| Annual return | 14.15% | 21.08%-6.9pp | 555.15%-541.0pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,306 | $3,915-41.1% | $6,162-62.6% | $2,427-5.0% |
| Participant deferral / active EE | $4,081 | $6,395-36.2% | $8,221-50.4% | $4,046+0.9% |
| Admin fee / account holder | $17 | $651-97.5% | $12,045-99.9% | $626-97.4% |