Filed July 17, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 64 300 DAVIDSON AVE. · SOMERSET, NJ 08873 | Recordkeeping Fees | $1,060 |
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 | $58,902 | $75,828-22.3% | $147,614-60.1% | $59,632-1.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.58% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $755 | $3,485-78.3% | $5,564-86.4% | $2,203-65.7% |
| Participant deferral / active EE | $2,106 | $3,130-32.7% | $4,895-57.0% | $3,192-34.0% |
| Admin fee / account holder | $17 | $5,985-99.7% | $11,611-99.9% | $4,297-99.6% |