Filed December 19, 2005 (most recent of 2 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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,397 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $264 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 | Other Commissions | $259 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $66 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $41 |
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 | $17,724 | $77,634-77.2% | $156,549-88.7% | $62,891-71.8% |
| Participation rate | 92.6% | 71.2%+21.4pp | 84.0%+8.6pp | 69.3%+23.3pp |
| Annual return | 5.36% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $809 | $3,444-76.5% | $5,501-85.3% | $2,281-64.5% |
| Participant deferral / active EE | $923 | $3,045-69.7% | $4,871-81.0% | $3,203-71.2% |
| Admin fee / account holder | $2 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |