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 | $15,117 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 100 SALEM STREET · SMITHFIELD, RI 02917 | Advisory (Plan) | $13,470 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE INSURANCE COMPANY USA Service code 13 · EIN 06-0904249 PO BOX 9146 · DES MOINES, IA 50306 | Contract Administrator | $7,771 |
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 | $42,793 | $37,213+15.0% | $156,549-72.7% | $63,975-33.1% |
| Participation rate | 95.1% | 65.0%+30.1pp | 84.0%+11.0pp | 71.1%+23.9pp |
| Annual return | 6.64% | 47.89%-41.2pp | 32.23%-25.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $1,445 | $1,357+6.5% | $5,501-73.7% | $2,182-33.8% |
| Participant deferral / active EE | $2,395 | $2,070+15.7% | $4,871-50.8% | $3,356-28.6% |
| Admin fee / account holder | $7 | $56-88.0% | $13,027-99.9% | $70-90.4% |