Filed January 14, 2003
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 | $3,689 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,534 | $136,307-39.5% | $177,821-53.6% | $73,488+12.3% |
| Participation rate | 82.4% | 86.1%-3.7pp | 87.7%-5.3pp | 70.7%+11.7pp |
| Annual return | 20.93% | 18.68%+2.3pp | 48.32%-27.4pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,443 | $3,712-61.1% | $5,918-75.6% | $2,270-36.4% |
| Participant deferral / active EE | $4,075 | $5,829-30.1% | $7,714-47.2% | $3,740+9.0% |
| Admin fee / account holder | $15 | $596-97.4% | $12,427-99.9% | $513-97.0% |