Filed October 26, 2011 (most recent of 3 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 COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $19,157 |
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 | $82,500 | $80,005+3.1% | $140,016-41.1% | $55,725+48.0% |
| Participation rate | 99.6% | 87.0%+12.6pp | 87.5%+12.1pp | 70.9%+28.7pp |
| Annual return | -3.60% | 0.46%-4.1pp | 651.12%-654.7pp | 244.93%-248.5pp |
| Employer contribution / active EE | $5,377 | $3,403+58.0% | $5,606-4.1% | $2,078+158.7% |
| Participant deferral / active EE | $5,189 | $5,264-1.4% | $6,927-25.1% | $3,356+54.7% |
| Admin fee / account holder | $20 | $116-82.3% | $10,705-99.8% | $115-82.2% |