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 9-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 38 · EIN 35-0145825 C/O ONE AMERICA FINANCIAL PARTNERS · INDIANAPOLIS, IN 462060368 | Participant Communication | $15,706 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 13 · EIN 06-0566090 P.O BOX 9146 · DES MOINES, IA 503069146 | Contract Administrator | $1,538 |
AXA EQUITABLE LIFE INSURANCE CO9+ years Service code 25 · EIN 13-5570651 1533 BROADWAY · NEW YORK, NY 10036 | Directed Trustee | $731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $68,554 | $91,621-25.2% | $67,511+1.5% | $77,671-11.7% |
| Participation rate | 40.8% | 76.0%-35.2pp | 72.9%-32.1pp | 70.6%-29.8pp |
| Annual return | 10.34% | 14.87%-4.5pp | 3517.41%-3507.1pp | 31.21%-20.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,733-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,324 | $3,906-66.1% | $4,000-66.9% | $4,648-71.5% |
| Admin fee / account holder | $5 | $176-97.2% | $3,999-99.9% | $430-98.9% |