Filed October 21, 2015 (most recent of 3 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 7-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 19 · EIN 51-0396365 | Securities Custodian | $38,921 |
METLIFE LIFE INSURANCE COMPANY7+ years Service code 50 11225 NORTH COMMUNITY, HOUSE ROAD · CHARLOTTE, NC 28277 | Direct Payment | $12,961 |
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 | $32,819 | $50,815-35.4% | $155,509-78.9% | $77,643-57.7% |
| Participation rate | 88.5% | 63.1%+25.4pp | 78.2%+10.3pp | 70.6%+17.9pp |
| Annual return | 12.26% | 34.80%-22.5pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,384 | $1,993-30.6% | $4,672-70.4% | $2,726-49.2% |
| Participant deferral / active EE | $1,739 | $2,822-38.4% | $5,626-69.1% | $4,647-62.6% |
| Admin fee / account holder | $38 | $437-91.3% | $15,912-99.8% | $430-91.1% |