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 COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $30,719 |
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 | $66,610 | $111,608-40.3% | $177,821-62.5% | $73,409-9.3% |
| Participation rate | 98.8% | 87.9%+11.0pp | 87.7%+11.1pp | 72.2%+26.7pp |
| Annual return | 16.15% | 18.23%-2.1pp | 48.32%-32.2pp | 59.29%-43.1pp |
| Employer contribution / active EE | $3,257 | $3,796-14.2% | $5,918-45.0% | $2,234+45.8% |
| Participant deferral / active EE | $5,602 | $6,199-9.6% | $7,714-27.4% | $3,805+47.2% |
| Admin fee / account holder | $23 | $166-86.1% | $12,427-99.8% | $158-85.4% |