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 | $197,849 |
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 | $61,039 | $62,928-3.0% | $172,739-64.7% | $67,579-9.7% |
| Participation rate | 85.3% | 64.5%+20.9pp | 82.6%+2.7pp | 71.3%+14.1pp |
| Annual return | 18.11% | 30.36%-12.2pp | 802.84%-784.7pp | 378.56%-360.4pp |
| Employer contribution / active EE | $3,544 | $1,636+116.6% | $5,143-31.1% | $2,148+65.0% |
| Participant deferral / active EE | $3,122 | $2,145+45.5% | $5,198-39.9% | $3,539-11.8% |
| Admin fee / account holder | $308 | $167+84.9% | $13,954-97.8% | $142+116.6% |