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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $888,923 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $195,762 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,044 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,592 | $52,346-28.2% | $143,757-73.9% | $78,044-51.8% |
| Participation rate | 93.0% | 72.7%+20.3pp | 80.3%+12.7pp | 74.4%+18.5pp |
| Annual return | -16.12% | -14.19%-1.9pp | -0.04%-16.1pp | 10.87%-27.0pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $5,091 | $3,800+33.9% | $5,637-9.7% | $5,084+0.1% |
| Admin fee / account holder | $82 | $63+28.8% | $14,673-99.4% | $79+3.5% |