See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,100 | $56,485-71.5% | $185,823-91.3% | $86,799-81.5% |
| Participation rate | 99.3% | 65.5%+33.8pp | 81.7%+17.6pp | 72.3%+27.0pp |
| Annual return | 11.62% | 118.04%-106.4pp | 122.05%-110.4pp | 97.91%-86.3pp |
| Employer contribution / active EE | $1,247 | $1,843-32.3% | $5,167-75.9% | $2,405-48.2% |
| Participant deferral / active EE | $2,404 | $2,553-5.8% | $5,568-56.8% | $4,131-41.8% |
| Admin fee / account holder | $39 | $150-73.8% | $16,237-99.8% | $170-76.9% |