Filed April 27, 1993
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,494 |
KEITH R SOLTIS1 year Service code 53 1305 CAMPUS PKWY STE 100 · WALL TOWNSHIP, NJ 07753 | Insurance Commissions | $0 |
Filed as: METLIFE SECURITIES INC. Service code 53 · EIN 13-3175978 | Insurance Commissions | $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 | $123,730 | $48,064+157.4% | $78,778+57.1% | $69,631+77.7% |
| Participation rate | 94.4% | 61.6%+32.9pp | 69.2%+25.2pp | 70.7%+23.7pp |
| Annual return | 14.91% | 21.81%-6.9pp | 35.62%-20.7pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,737 | $744+133.6% | $1,986-12.5% | $2,032-14.5% |
| Participant deferral / active EE | $6,428 | $2,079+209.2% | $2,958+117.3% | $3,224+99.4% |
| Admin fee / account holder | $22 | $152-85.3% | $5,134-99.6% | $110-79.8% |