Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 employees
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $40,189 |
METLIFE LIFE INSURANCE COMPANY1+ years Service code 50 11225 NORTH COMMUNITY, HOUSE ROAD · CHARLOTTE, NC 28277 | Direct Payment | $12,729 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,005 | $50,982-27.4% | $154,803-76.1% | $85,563-56.8% |
| Participation rate | 90.9% | 59.8%+31.1pp | 78.1%+12.9pp | 66.0%+25.0pp |
| Annual return | 14.65% | 30.35%-15.7pp | 58.88%-44.2pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,528 | $1,708-10.6% | $4,305-64.5% | $2,654-42.4% |
| Participant deferral / active EE | $1,892 | $2,474-23.5% | $5,540-65.8% | $4,375-56.8% |
| Admin fee / account holder | $40 | $846-95.3% | $14,329-99.7% | $834-95.2% |