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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $35,480 |
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 | $60,958 | $88,515-31.1% | $162,163-62.4% | $67,579-9.8% |
| Participation rate | 99.6% | 86.8%+12.8pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 22.32% | 27.04%-4.7pp | 115.59%-93.3pp | 378.56%-356.2pp |
| Employer contribution / active EE | $2,907 | $3,563-18.4% | $5,614-48.2% | $2,148+35.4% |
| Participant deferral / active EE | $4,809 | $5,724-16.0% | $7,298-34.1% | $3,539+35.9% |
| Admin fee / account holder | $27 | $124-77.9% | $10,843-99.7% | $142-80.8% |