See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 13 · EIN 13-5581829 | Contract Administrator | $16,595 |
USI CONSULTING GROUP3+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Trustee ... | $10,502 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,575 | $59,535+23.6% | $90,160-18.4% | $62,292+18.1% |
| Participation rate | 83.0% | 73.0%+9.9pp | 76.9%+6.1pp | 69.5%+13.5pp |
| Annual return | 12.88% | 23.53%-10.6pp | 34.88%-22.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $795 | $1,826-56.5% | $3,318-76.0% | $2,042-61.1% |
| Participant deferral / active EE | $2,347 | $4,639-49.4% | $5,288-55.6% | $3,169-25.9% |
| Admin fee / account holder | $127 | $337-62.4% | $5,943-97.9% | $479-73.6% |