Filed July 6, 1992
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 INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $341,641 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $114,734 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W CAMMACK ASSOCIATES INC Service code 16 2 RECTOR ST 23RD FL · NEW YORK, NY 10006 | Consulting | $47,328 |
ADAMS ADDRESSING ASSOCIATES1+ years Service code 99 39 FARINELLA DR · EAST HANOVER, NJ 07936 | Other Fees | $12,013 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $525 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,966 | $63,964-54.7% | $147,614-80.4% | $67,505-57.1% |
| Participation rate | 80.7% | 68.6%+12.1pp | 84.6%-3.9pp | 71.2%+9.5pp |
| Annual return | -0.53% | 9.05%-9.6pp | 61.98%-62.5pp | 6.52%-7.1pp |
| Employer contribution / active EE | $1,090 | $1,618-32.6% | $5,564-80.4% | $2,173-49.8% |
| Participant deferral / active EE | $3,030 | $2,589+17.1% | $4,895-38.1% | $3,597-15.7% |
| Admin fee / account holder | $73 | $43+70.4% | $11,611-99.4% | $56+29.9% |