Filed June 12, 2008
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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $13,717 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $11,933 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $6,281 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $3,640 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $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 | $41,794 | $36,916+13.2% | $156,549-73.3% | $57,658-27.5% |
| Participation rate | 96.8% | 63.4%+33.4pp | 84.0%+12.8pp | 70.2%+26.6pp |
| Annual return | 11.67% | 12.38%-0.7pp | 32.23%-20.6pp | 5.13%+6.5pp |
| Employer contribution / active EE | $1,573 | $1,571+0.2% | $5,501-71.4% | $1,974-20.3% |
| Participant deferral / active EE | $3,780 | $1,926+96.3% | $4,871-22.4% | $3,061+23.5% |
| Admin fee / account holder | $13 | $82-84.4% | $13,027-99.9% | $95-86.4% |