Filed January 23, 2017 (most recent of 4 filings on file)
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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,625,034 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $99,642 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,827 | $48,464-48.8% | $90,951-72.7% | $106,222-76.6% |
| Participation rate | 90.8% | 53.1%+37.7pp | 69.0%+21.8pp | 70.8%+20.0pp |
| Annual return | 15.79% | 16.72%-0.9pp | 134.60%-118.8pp | 21.69%-5.9pp |
| Employer contribution / active EE | $610 | $939-35.0% | $2,122-71.2% | $2,723-77.6% |
| Participant deferral / active EE | $1,512 | $1,510+0.2% | $3,373-55.2% | $4,600-67.1% |
| Admin fee / account holder | $23 | $58-59.7% | $5,959-99.6% | $78-70.2% |