Filed December 10, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $119,719 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $0 |
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 | $50,887 | $37,117+37.1% | $147,614-65.5% | $55,191-7.8% |
| Participation rate | 84.9% | 63.6%+21.3pp | 84.6%+0.3pp | 69.2%+15.7pp |
| Annual return | 1.84% | 3.44%-1.6pp | 61.98%-60.1pp | 10.78%-8.9pp |
| Employer contribution / active EE | $3,608 | $1,620+122.7% | $5,564-35.2% | $1,899+90.0% |
| Participant deferral / active EE | $3,048 | $1,985+53.5% | $4,895-37.7% | $3,0460% |
| Admin fee / account holder | $215 | $86+151.6% | $11,611-98.1% | $91+137.2% |