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 COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $23,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,991 | $111,491-22.9% | $189,513-54.6% | $86,799-0.9% |
| Participation rate | 99.7% | 87.3%+12.3pp | 87.8%+11.8pp | 72.3%+27.4pp |
| Annual return | 16.15% | 83.50%-67.3pp | 555.15%-539.0pp | 97.91%-81.8pp |
| Employer contribution / active EE | $4,832 | $3,951+22.3% | $6,162-21.6% | $2,405+100.9% |
| Participant deferral / active EE | $5,052 | $6,437-21.5% | $8,221-38.5% | $4,131+22.3% |
| Admin fee / account holder | $47 | $189-75.0% | $12,045-99.6% | $170-72.2% |