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 COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 13 · EIN 13-5581829 | Contract Administrator | $18,120 |
USI CONSULTING GROUP4+ years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Consulting... | $12,009 |
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 | $71,174 | $61,214+16.3% | $83,333-14.6% | $56,287+26.4% |
| Participation rate | 86.8% | 72.6%+14.2pp | 77.8%+9.0pp | 69.9%+16.9pp |
| Annual return | -2.22% | 0.42%-2.6pp | 10.63%-12.9pp | -9.96%+7.7pp |
| Employer contribution / active EE | $828 | $1,925-57.0% | $3,379-75.5% | $2,111-60.8% |
| Participant deferral / active EE | $2,449 | $5,091-51.9% | $5,565-56.0% | $3,350-26.9% |
| Admin fee / account holder | $155 | $512-69.8% | $7,510-97.9% | $521-70.3% |