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 64 · EIN 84-0467907 | Recordkeeping Fees | $225,410 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,030 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 PO BOX 10356 · DES MOINES, IA 50306 | Contract Administrator | $40 |
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 | $41,925 | $56,095-25.3% | $178,490-76.5% | $90,288-53.6% |
| Participation rate | 93.4% | 65.6%+27.8pp | 81.9%+11.5pp | 73.4%+20.0pp |
| Annual return | 18.46% | 28.81%-10.4pp | 151.07%-132.6pp | 53.97%-35.5pp |
| Employer contribution / active EE | $2,366 | $1,572+50.5% | $5,011-52.8% | $2,524-6.3% |
| Participant deferral / active EE | $3,516 | $2,669+31.8% | $5,202-32.4% | $4,232-16.9% |
| Admin fee / account holder | $84 | $101-16.3% | $13,984-99.4% | $114-26.1% |