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 COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 11225 N. COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $9,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,286 | $36,916-58.6% | $156,549-90.2% | $57,658-73.5% |
| Participation rate | 54.1% | 63.4%-9.3pp | 84.0%-29.9pp | 70.2%-16.1pp |
| Annual return | 6.58% | 12.38%-5.8pp | 32.23%-25.6pp | 5.13%+1.4pp |
| Employer contribution / active EE | $375 | $1,571-76.1% | $5,501-93.2% | $1,974-81.0% |
| Participant deferral / active EE | $702 | $1,926-63.6% | $4,871-85.6% | $3,061-77.1% |
| Admin fee / account holder | $23 | $82-71.7% | $13,027-99.8% | $95-75.3% |