Filed February 20, 2018
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 |
|---|---|---|
PROMANAGE LLC1+ years Service code 16 · EIN 76-0767808 150 N MICHIGAN AVE · CHICAGO, IL 60601 | Consulting | $23,215 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES, INC. Service code 55 · EIN 13-3175978 1095 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Other Commissions | $13,198 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $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 | $26,588 | $37,117-28.4% | $147,614-82.0% | $55,191-51.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 0.12% | 3.44%-3.3pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,584 | $1,620+59.4% | $5,564-53.6% | $1,899+36.1% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $20 | $86-76.2% | $11,611-99.8% | $91-77.5% |