Filed May 18, 1993
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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $53,077 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $3,515 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,558 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $947 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,776 | $37,213-49.5% | $156,549-88.0% | $63,975-70.7% |
| Participation rate | 28.7% | 65.0%-36.3pp | 84.0%-55.3pp | 71.1%-42.4pp |
| Annual return | 6.93% | 47.89%-41.0pp | 32.23%-25.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $415 | $1,357-69.4% | $5,501-92.5% | $2,182-81.0% |
| Participant deferral / active EE | $728 | $2,070-64.8% | $4,871-85.1% | $3,356-78.3% |
| Admin fee / account holder | $63 | $56+11.5% | $13,027-99.5% | $70-10.8% |