Filed March 30, 2011
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 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $488,351 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES Service code 16 | Consulting | $172,819 |
Filed as: AXA ADVISORS, LLC Service code 16 1290 AVENUE OF THE AMERICA · NEW YORK, NY 10104 | Consulting | $49,769 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES, INC Service code 16 11225 N COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,337 | $37,213+5.7% | $156,549-74.9% | $63,975-38.5% |
| Participation rate | 74.1% | 65.0%+9.1pp | 84.0%-9.9pp | 71.1%+3.0pp |
| Annual return | 9.28% | 47.89%-38.6pp | 32.23%-22.9pp | 48.65%-39.4pp |
| Employer contribution / active EE | $2,467 | $1,357+81.8% | $5,501-55.2% | $2,182+13.1% |
| Participant deferral / active EE | $3,180 | $2,070+53.6% | $4,871-34.7% | $3,356-5.3% |
| Admin fee / account holder | $135 | $56+139.2% | $13,027-99.0% | $70+91.3% |