Filed April 1, 2006 (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 |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 12 · EIN 06-1053228 | Claims processing; Finders' fees / pl... | $2,085 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE CO Service code 28 · EIN 13-5581829 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,484 | $43,550+59.5% | $63,517+9.4% | $52,331+32.8% |
| Participation rate | 83.9% | 65.7%+18.2pp | 71.0%+12.9pp | 68.1%+15.8pp |
| Annual return | 0.08% | 2.03%-2.0pp | -70.30%+70.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,168 | $2,254+218.0% | $2,953+142.7% | $3,022+137.2% |
| Admin fee / account holder | $16 | $387-95.8% | $5,892-99.7% | $592-97.2% |