Filed March 2, 2020 (most recent of 6 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $32,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,885 | $111,491-35.5% | $189,513-62.1% | $86,799-17.2% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.8%+10.3pp | 72.3%+25.8pp |
| Annual return | 15.03% | 83.50%-68.5pp | 555.15%-540.1pp | 97.91%-82.9pp |
| Employer contribution / active EE | $3,166 | $3,951-19.9% | $6,162-48.6% | $2,405+31.6% |
| Participant deferral / active EE | $5,544 | $6,437-13.9% | $8,221-32.6% | $4,131+34.2% |
| Admin fee / account holder | $23 | $189-87.7% | $12,045-99.8% | $170-86.3% |