Filed November 6, 1992
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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $52,292 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $38,746 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,524 | $37,039+17.5% | $147,614-70.5% | $59,188-26.5% |
| Participation rate | 48.9% | 63.8%-14.9pp | 84.6%-35.7pp | 69.4%-20.5pp |
| Annual return | 14.93% | 7.19%+7.7pp | 61.98%-47.0pp | 5.51%+9.4pp |
| Employer contribution / active EE | $605 | $1,353-55.3% | $5,564-89.1% | $2,098-71.2% |
| Participant deferral / active EE | $3,759 | $2,094+79.5% | $4,895-23.2% | $3,265+15.1% |
| Admin fee / account holder | $75 | $60+24.8% | $11,611-99.4% | $92-18.5% |