Filed June 24, 2019 (most recent of 3 filings on file)
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 | $28,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,910 | $111,608-31.1% | $177,821-56.7% | $73,409+4.8% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+11.9pp | 72.2%+27.5pp |
| Annual return | 15.64% | 18.23%-2.6pp | 48.32%-32.7pp | 59.29%-43.7pp |
| Employer contribution / active EE | $6,461 | $3,796+70.2% | $5,918+9.2% | $2,234+189.3% |
| Participant deferral / active EE | $4,938 | $6,199-20.3% | $7,714-36.0% | $3,805+29.8% |
| Admin fee / account holder | $61 | $166-63.2% | $12,427-99.5% | $158-61.4% |