Filed November 12, 2002
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 9-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 COMPANY3+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,421 | $37,196-10.1% | $154,107-78.3% | $55,725-40.0% |
| Participation rate | 66.9% | 64.1%+2.8pp | 83.0%-16.1pp | 70.9%-3.9pp |
| Annual return | 9.50% | 1319.68%-1310.2pp | 735.12%-725.6pp | 244.93%-235.4pp |
| Employer contribution / active EE | $2,105 | $1,614+30.4% | $5,298-60.3% | $2,078+1.3% |
| Participant deferral / active EE | $1,897 | $2,068-8.3% | $5,081-62.7% | $3,356-43.5% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |