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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 N.COMMUNITY HOUSE · CHARLOTTE, NC 28277 | Recordkeeping Fees | $39,568 |
PROMANAGE LLC2+ years Service code 16 · EIN 76-0767808 150 N MICHIGAN AVE · CHICAGO, IL 60601 | Consulting | $22,733 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES, INC. Service code 55 · EIN 13-3175978 1095 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Other Commissions | $0 |
MSI FINANCIAL SERVICES INC.1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
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 | $21,617 | $37,213-41.9% | $156,549-86.2% | $63,975-66.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 5.24% | 47.89%-42.6pp | 32.23%-27.0pp | 48.65%-43.4pp |
| Employer contribution / active EE | $2,947 | $1,357+117.2% | $5,501-46.4% | $2,182+35.1% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $41 | $56-28.0% | $13,027-99.7% | $70-42.4% |