Filed January 14, 2006
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 15 · EIN 35-0145825 C/O ONE AMERICA FINANCIAL PARTNERS · INDIANAPOLIS, IN 462060368 | Recordkeeping | $16,711 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Service code 25 · EIN 13-5570651 1533 BROADWAY · NEW YORK, NY 10036 | Directed Trustee | $0 |
METLIFE LIFE INSURANCE COMPANY10+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 13 · EIN 06-0566090 P.O BOX 9146 · DES MOINES, IA 503069146 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,081 | $96,018-59.3% | $65,493-40.3% | $85,563-54.3% |
| Participation rate | 98.0% | 74.8%+23.2pp | 73.1%+24.9pp | 66.0%+32.1pp |
| Annual return | 9.07% | 14.51%-5.4pp | 982.45%-973.4pp | 31.51%-22.4pp |
| Employer contribution / active EE | $52 | $3,235-98.4% | $2,574-98.0% | $2,654-98.0% |
| Participant deferral / active EE | $1,248 | $4,055-69.2% | $3,961-68.5% | $4,375-71.5% |
| Admin fee / account holder | $3 | $271-99.1% | $5,028-100.0% | $834-99.7% |