Filed October 24, 2006 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 100 SALEM STREET · SMITHFIELD, RI 02917 | Loan Processing | $15,492 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 100 SALEM STREET · SMITHFIELD, RI 02917 | Advisory (Plan) | $7,158 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INSURANCE COMPANY USA Service code 13 · EIN 06-0904249 PO BOX 9146 · DES MOINES, IA 50306 | Contract Administrator | $6,428 |
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 | $39,434 | $37,039+6.5% | $147,614-73.3% | $59,188-33.4% |
| Participation rate | 94.4% | 63.8%+30.7pp | 84.6%+9.8pp | 69.4%+25.0pp |
| Annual return | 0.75% | 7.19%-6.4pp | 61.98%-61.2pp | 5.51%-4.8pp |
| Employer contribution / active EE | $1,418 | $1,353+4.8% | $5,564-74.5% | $2,098-32.4% |
| Participant deferral / active EE | $2,246 | $2,094+7.3% | $4,895-54.1% | $3,265-31.2% |
| Admin fee / account holder | $6 | $60-90.6% | $11,611-100.0% | $92-93.9% |