Filed February 11, 2011
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 |
|---|---|---|
Filed as: METLIFE SECURITIES INC. Service code 16 WOODWARD BUILDING · CHARLOTTE, NC 28277 | Consulting | $41,902 |
PENTEGRA SERVICES, INC.1 year Filed as: APS PENTEGRA Service code 55 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Other Commissions | $3,000 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 50 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Direct Payment | $1,280 |
NATIONWIDE1 year Service code 16 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,783 | $46,732-36.3% | $156,549-81.0% | $55,167-46.0% |
| Participation rate | 42.0% | 65.8%-23.8pp | 84.0%-42.0pp | 69.0%-27.0pp |
| Annual return | 4.74% | 17.72%-13.0pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $1,276 | $2,105-39.4% | $5,501-76.8% | $1,963-35.0% |
| Participant deferral / active EE | $1,424 | $2,204-35.4% | $4,871-70.8% | $3,054-53.4% |
| Admin fee / account holder | $9 | $418-97.9% | $13,027-99.9% | $504-98.2% |