Filed July 19, 2005
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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $59,378 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $4,558 |
MSI FINANCIAL SERVICES INC.1+ years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $3,331 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,932 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,273 | $36,916-66.8% | $156,549-92.2% | $57,658-78.7% |
| Participation rate | 92.2% | 63.4%+28.8pp | 84.0%+8.2pp | 70.2%+22.0pp |
| Annual return | 5.66% | 12.38%-6.7pp | 32.23%-26.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,456 | $1,571-7.3% | $5,501-73.5% | $1,974-26.2% |
| Participant deferral / active EE | $1,632 | $1,926-15.3% | $4,871-66.5% | $3,061-46.7% |
| Admin fee / account holder | $54 | $82-34.3% | $13,027-99.6% | $95-42.7% |