Filed January 4, 2002
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 9-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 12 · EIN 13-3689044 | Investment management; Float revenue;... | $245,365 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,215 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $528 |
ADP BROKER-DEALER3+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
DEAWM TRUST COMPANY3+ years Filed as: DEAWM TRUST COPMANY Service code 21 | Bank Trustee | $0 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $47,281 | $44,989+5.1% | $170,442-72.3% | $77,958-39.4% |
| Participation rate | 99.9% | 64.6%+35.3pp | 83.6%+16.3pp | 71.6%+28.3pp |
| Annual return | 16.59% | 19.61%-3.0pp | 205.93%-189.3pp | 20.87%-4.3pp |
| Employer contribution / active EE | $2,163 | $1,466+47.5% | $5,433-60.2% | $2,310-6.4% |
| Participant deferral / active EE | $3,047 | $2,208+38.0% | $4,939-38.3% | $3,537-13.8% |
| Admin fee / account holder | $132 | $69+90.7% | $13,880-99.1% | $97+35.0% |