Filed January 6, 2006 (most recent of 3 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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $117,274 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 37 · EIN 22-1211670 | Loan Processing | $11,189 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 06-0566090 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $3,420 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 49 · EIN 06-0566090 | Other Services | $3,135 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 71 · EIN 13-4122960 | Brokerage Fees | $410 |
Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 52 · EIN 41-0823832 | Indirect Investment Fees | $0 |
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 | $36,273 | $37,213-2.5% | $156,549-76.8% | $63,975-43.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 6.65% | 47.89%-41.2pp | 32.23%-25.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $670 | $1,357-50.6% | $5,501-87.8% | $2,182-69.3% |
| Participant deferral / active EE | $2,532 | $2,070+22.3% | $4,871-48.0% | $3,356-24.6% |
| Admin fee / account holder | $14 | $56-75.7% | $13,027-99.9% | $70-80.6% |