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 COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $30,050 |
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 | $54,105 | $81,537-33.6% | $149,718-63.9% | $69,631-22.3% |
| Participation rate | 99.8% | 86.1%+13.6pp | 87.1%+12.7pp | 70.7%+29.1pp |
| Annual return | 18.06% | 22.79%-4.7pp | 1501.63%-1483.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $2,520 | $3,239-22.2% | $5,445-53.7% | $2,032+24.0% |
| Participant deferral / active EE | $3,883 | $4,994-22.3% | $6,569-40.9% | $3,224+20.4% |
| Admin fee / account holder | $25 | $107-76.7% | $11,283-99.8% | $110-77.4% |