Filed September 8, 2009 (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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $54,219 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $18,708 |
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 | $33,201 | $37,039-10.4% | $147,614-77.5% | $59,188-43.9% |
| Participation rate | 93.5% | 63.8%+29.8pp | 84.6%+8.9pp | 69.4%+24.1pp |
| Annual return | 0.60% | 7.19%-6.6pp | 61.98%-61.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $1,249 | $1,353-7.7% | $5,564-77.6% | $2,098-40.5% |
| Participant deferral / active EE | $2,269 | $2,094+8.4% | $4,895-53.7% | $3,265-30.5% |
| Admin fee / account holder | $5 | $60-91.8% | $11,611-100.0% | $92-94.7% |