Filed December 29, 2008 (most recent of 2 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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $1,506 |
PROMANAGE LLC1+ years Service code 99 150 N MICHIGAN AVE STE 2930 · CHICAGO, IL 60601 | Other Fees | $938 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,938 | $46,360-39.7% | $147,614-81.1% | $52,331-46.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 3.12% | 1.62%+1.5pp | 61.98%-58.9pp | 4.54%-1.4pp |
| Employer contribution / active EE | $1,878 | $2,126-11.7% | $5,564-66.3% | $1,882-0.2% |
| Participant deferral / active EE | $4,784 | $2,258+111.9% | $4,895-2.3% | $3,022+58.3% |
| Admin fee / account holder | $6 | $766-99.2% | $11,611-99.9% | $592-99.0% |