Filed January 22, 2013
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: METROPOLITAN LIFE INSURANCE CO Service code 19 2300 LAKEVIEW PARKWAY · ALPHREETTA, GA 30009 | Securities Custodian | $300,697 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $256,671 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 26 · EIN 04-3464764 | Advisory (Participants) | $120,000 |
ARNETT CARBIS TOOTHMAN LLP5+ years Service code 10 PO BOX 45723 · BALTIMORE, MD 21297 | Accounting | $7,500 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $100 |
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 | $95,232 | $47,456+100.7% | $172,739-44.9% | $77,787+22.4% |
| Participation rate | 96.0% | 66.3%+29.7pp | 82.6%+13.3pp | 73.2%+22.7pp |
| Annual return | 25.83% | 35.57%-9.7pp | 802.84%-777.0pp | 32.57%-6.7pp |
| Employer contribution / active EE | $3,119 | $1,574+98.1% | $5,143-39.4% | $2,504+24.5% |
| Participant deferral / active EE | $3,692 | $2,560+44.2% | $5,198-29.0% | $3,967-6.9% |
| Admin fee / account holder | $198 | $81+144.6% | $13,954-98.6% | $100+97.6% |