Filed January 22, 2003
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 8-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 COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $170,003 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W CAMMACK ASSOCIATES INC Service code 16 2 RECTOR ST 23RD FL · NEW YORK, NY 10006 | Consulting | $70,000 |
O'CONNOR DAVIES, LLP1+ years Service code 10 500 MAMARONECK AVE STE 301 · HARRISON, NY 10528 | Accounting | $17,000 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $14,824 |
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 | $40,690 | $68,413-40.5% | $123,104-66.9% | $55,191-26.3% |
| Participation rate | 84.1% | 84.5%-0.4pp | 86.8%-2.7pp | 69.2%+15.0pp |
| Annual return | 0.41% | 6.30%-5.9pp | 13.22%-12.8pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,483 | $3,050-18.6% | $5,151-51.8% | $1,899+30.8% |
| Participant deferral / active EE | $3,126 | $4,490-30.4% | $6,230-49.8% | $3,046+2.6% |
| Admin fee / account holder | $260 | $88+196.2% | $9,015-97.1% | $91+186.5% |