Filed October 18, 2006 (most recent of 4 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 8-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 |
|---|---|---|
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Insurance services | $36,795 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $14,633 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,588 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,070 | $57,610+0.8% | $154,803-62.5% | $102,872-43.6% |
| Participation rate | 93.4% | 59.5%+33.9pp | 78.1%+15.3pp | 73.0%+20.3pp |
| Annual return | 14.82% | 30.49%-15.7pp | 58.88%-44.1pp | 19.06%-4.2pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $27 | $368-92.6% | $14,329-99.8% | $292-90.6% |