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 COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $52,581 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $21,527 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $19,347 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $11,571 |
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 | $38,897 | $37,213+4.5% | $156,549-75.2% | $63,975-39.2% |
| Participation rate | 87.1% | 65.0%+22.1pp | 84.0%+3.1pp | 71.1%+16.0pp |
| Annual return | 14.06% | 47.89%-33.8pp | 32.23%-18.2pp | 48.65%-34.6pp |
| Employer contribution / active EE | $1,268 | $1,357-6.5% | $5,501-76.9% | $2,182-41.9% |
| Participant deferral / active EE | $2,305 | $2,070+11.3% | $4,871-52.7% | $3,356-31.3% |
| Admin fee / account holder | $6 | $56-90.0% | $13,027-100.0% | $70-92.0% |