Filed March 2, 2020 (most recent of 6 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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $69,485 |
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 | $48,400 | $71,802-32.6% | $133,980-63.9% | $57,658-16.1% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.1%+12.0pp | 70.2%+28.8pp |
| Annual return | 7.45% | 13.51%-6.1pp | 29.30%-21.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,403 | $3,161-24.0% | $5,211-53.9% | $1,974+21.8% |
| Participant deferral / active EE | $3,707 | $4,606-19.5% | $6,282-41.0% | $3,061+21.1% |
| Admin fee / account holder | $19 | $88-78.1% | $9,324-99.8% | $95-79.7% |