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 COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $25,797 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,184 | $100,227-21.0% | $169,993-53.4% | $74,419+6.4% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.0%+10.7pp | 70.7%+27.0pp |
| Annual return | 20.01% | 66.08%-46.1pp | 53.37%-33.4pp | 34.38%-14.4pp |
| Employer contribution / active EE | $5,399 | $4,263+26.7% | $6,785-20.4% | $2,637+104.7% |
| Participant deferral / active EE | $5,480 | $7,143-23.3% | $10,408-47.3% | $4,528+21.0% |
| Admin fee / account holder | $48 | $234-79.6% | $12,815-99.6% | $348-86.2% |