Filed January 13, 2006 (most recent of 2 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 |
|---|---|---|
Filed as: METLIFE INSURANCE COMPANY Service code 64 · EIN 06-0566090 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $37,760 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RET PLAN ADVISORS Service code 27 · EIN 82-3417410 PO BOX 21834 · NEW YORK, NY 100871834 | Advisory (Plan) | $29,440 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 · EIN 39-1897480 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $7,434 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,672 | $175,202-62.5% | $149,673-56.1% | $139,434-52.9% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 10.77% | 166.71%-155.9pp | 134.42%-123.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $277 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |