Filed December 2, 2015 (most recent of 5 filings on file)
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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $21,396 |
PROMANAGE LLC1+ years Service code 16 150 N MICHIGAN AVE STE 2930 · CHICAGO, IL 60601 | Consulting | $10,214 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $3,043 |
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 | $19,500 | $37,117-47.5% | $147,614-86.8% | $55,191-64.7% |
| Participation rate | 82.4% | 63.6%+18.8pp | 84.6%-2.2pp | 69.2%+13.3pp |
| Annual return | 0.93% | 3.44%-2.5pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $519 | $1,620-68.0% | $5,564-90.7% | $1,899-72.7% |
| Participant deferral / active EE | $1,843 | $1,985-7.2% | $4,895-62.4% | $3,046-39.5% |
| Admin fee / account holder | $63 | $86-26.0% | $11,611-99.5% | $91-30.2% |