Filed January 1, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: METROPOLITAN LIFE INSURANCE Service code 13 · EIN 13-5581829 | Contract Administrator | $2,975,457 |
AON CONSULTING4 years Filed as: AON INVESTMENT USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $51,750 |
PKF O'CONNOR DAVIES, LLP9 years Service code 10 · EIN 27-1728945 | Accounting | $43,750 |
Service code 16 · EIN 26-0058143 | Consulting | $29,144 |
SEYFARTH SHAW LLP10+ years Service code 29 · EIN 36-2152202 | Legal | $27,335 |
FID INV INST OPS CO7 years Filed as: FID INV INST OPS Service code 14 · EIN 04-2647786 | Plan Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,234 | $73,283+158.2% | $155,509+21.7% | $106,382+77.9% |
| Participation rate | 84.5% | 73.3%+11.2pp | 78.2%+6.3pp | 69.9%+14.6pp |
| Annual return | 14.22% | 15.77%-1.5pp | 64.67%-50.4pp | 17.37%-3.1pp |
| Employer contribution / active EE | $3,636 | $2,247+61.8% | $4,672-22.2% | $3,364+8.1% |
| Participant deferral / active EE | $12,449 | $4,580+171.8% | $5,626+121.3% | $5,569+123.6% |
| Admin fee / account holder | $2 | $56-96.4% | $15,912-100.0% | $79-97.4% |