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 COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $27,702 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,966 | $80,005-36.3% | $140,016-63.6% | $55,725-8.5% |
| Participation rate | 99.4% | 87.0%+12.4pp | 87.5%+11.9pp | 70.9%+28.5pp |
| Annual return | -0.49% | 0.46%-1.0pp | 651.12%-651.6pp | 244.93%-245.4pp |
| Employer contribution / active EE | $2,690 | $3,403-20.9% | $5,606-52.0% | $2,078+29.4% |
| Participant deferral / active EE | $4,309 | $5,264-18.1% | $6,927-37.8% | $3,356+28.4% |
| Admin fee / account holder | $22 | $116-81.1% | $10,705-99.8% | $115-81.0% |