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 COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $65,857 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,369 | $95,918-20.4% | $151,611-49.6% | $77,904-2.0% |
| Participation rate | 99.4% | 88.7%+10.7pp | 87.5%+11.9pp | 73.7%+25.7pp |
| Annual return | -17.51% | -5.50%-12.0pp | 3.33%-20.8pp | 12.21%-29.7pp |
| Employer contribution / active EE | $6,248 | $4,330+44.3% | $6,166+1.3% | $2,848+119.4% |
| Participant deferral / active EE | $5,925 | $7,508-21.1% | $8,363-29.2% | $4,806+23.3% |
| Admin fee / account holder | $39 | $93-57.9% | $11,616-99.7% | $133-70.4% |