Filed January 6, 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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE Service code 64 · EIN 13-5581829 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $382,007 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES 13-5581829 Service code 55 | Other Commissions | $166,041 |
ALBANY MEDICAL CENTER1+ years Service code 99 · EIN 14-1641730 43 NEW SCOTLAND AVE MC 29 · ALBANY, NY 12208 | Other Fees | $58,617 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 47-0533629 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $325 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES Service code 55 · EIN 13-5581829 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $0 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, INC 47-0533629 Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, INC. 35-6447892 Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE, INC. 47-0533629 Service code 33 | Securities brokerage | $0 |
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 | $23,920 | $63,964-62.6% | $147,614-83.8% | $67,505-64.6% |
| Participation rate | 73.3% | 68.6%+4.7pp | 84.6%-11.3pp | 71.2%+2.1pp |
| Annual return | 4.13% | 9.05%-4.9pp | 61.98%-57.8pp | 6.52%-2.4pp |
| Employer contribution / active EE | $0 | $1,618-100.0% | $5,564-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $2,857 | $2,589+10.4% | $4,895-41.6% | $3,597-20.6% |
| Admin fee / account holder | $14 | $43-67.2% | $11,611-99.9% | $56-75.0% |