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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $15,509 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $377 |
MSI FINANCIAL SERVICES INC.1+ years Service code 55 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Other Commissions | $67 |
Filed as: MML INVESTORS SERVICES Service code 55 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Other Commissions | $56 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,931 | $46,732-36.0% | $156,549-80.9% | $55,167-45.7% |
| Participation rate | 46.6% | 65.8%-19.2pp | 84.0%-37.4pp | 69.0%-22.4pp |
| Annual return | 5.42% | 17.72%-12.3pp | 32.23%-26.8pp | 169.23%-163.8pp |
| Employer contribution / active EE | $385 | $2,105-81.7% | $5,501-93.0% | $1,963-80.4% |
| Participant deferral / active EE | $859 | $2,204-61.0% | $4,871-82.4% | $3,054-71.9% |
| Admin fee / account holder | $121 | $418-71.0% | $13,027-99.1% | $504-76.0% |