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: METROPOLITAN LIFE INSURANCE CO Service code 19 2300 LAKEVIEW PARKWAY · ALPHREETTA, GA 30009 | Securities Custodian | $94,272 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $59,449 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $30,000 |
ARNETT CARBIS TOOTHMAN LLP4 years Service code 10 PO BOX 45723 · BALTIMORE, MD 21297 | Accounting | $7,500 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $228 |
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 | $93,666 | $62,928+48.8% | $172,739-45.8% | $67,579+38.6% |
| Participation rate | 76.3% | 64.5%+11.9pp | 82.6%-6.3pp | 71.3%+5.0pp |
| Annual return | 24.81% | 30.36%-5.5pp | 802.84%-778.0pp | 378.56%-353.7pp |
| Employer contribution / active EE | $2,348 | $1,636+43.5% | $5,143-54.3% | $2,148+9.3% |
| Participant deferral / active EE | $4,580 | $2,145+113.5% | $5,198-11.9% | $3,539+29.4% |
| Admin fee / account holder | $182 | $167+9.0% | $13,954-98.7% | $142+27.6% |