Filed August 3, 2012
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 22 · EIN 13-3175978 | Insurance Broker | $6,718 |
Filed as: FIDELITY INVEST INST. OPER. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $340 |
Filed as: MASS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $238 |
Filed as: MASS MUTUAL LIFE INS COMPANY Service code 15 | Recordkeeping | $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 | $35,571 | $77,634-54.2% | $156,549-77.3% | $62,891-43.4% |
| Participation rate | 71.0% | 71.2%-0.2pp | 84.0%-13.0pp | 69.3%+1.7pp |
| Annual return | 8.16% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $579 | $3,444-83.2% | $5,501-89.5% | $2,281-74.6% |
| Participant deferral / active EE | $4,246 | $3,045+39.4% | $4,871-12.8% | $3,203+32.6% |
| Admin fee / account holder | $46 | $5,561-99.2% | $13,027-99.6% | $4,296-98.9% |