Filed May 3, 2021 (most recent of 4 filings on file)
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 13 · EIN 84-0467907 | Contract Administrator | $141,528 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,222 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,120 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 PO BOX 10356 · DES MOINES, IA 50306 | Contract Administrator | $40 |
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 | $40,831 | $47,456-14.0% | $172,739-76.4% | $77,787-47.5% |
| Participation rate | 96.7% | 66.3%+30.4pp | 82.6%+14.1pp | 73.2%+23.5pp |
| Annual return | 20.73% | 35.57%-14.8pp | 802.84%-782.1pp | 32.57%-11.8pp |
| Employer contribution / active EE | $2,489 | $1,574+58.1% | $5,143-51.6% | $2,504-0.6% |
| Participant deferral / active EE | $3,461 | $2,560+35.2% | $5,198-33.4% | $3,967-12.8% |
| Admin fee / account holder | $73 | $81-9.3% | $13,954-99.5% | $100-26.7% |