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 | $218,051 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,154 | $37,196+45.6% | $154,107-64.9% | $55,725-2.8% |
| Participation rate | 82.2% | 64.1%+18.1pp | 83.0%-0.9pp | 70.9%+11.3pp |
| Annual return | -3.97% | 1319.68%-1323.6pp | 735.12%-739.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,471 | $1,614+115.0% | $5,298-34.5% | $2,078+67.0% |
| Participant deferral / active EE | $3,060 | $2,068+48.0% | $5,081-39.8% | $3,356-8.8% |
| Admin fee / account holder | $355 | $102+249.0% | $13,411-97.4% | $115+207.8% |