Filed November 3, 2003 (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 COMPANY10+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 28 · EIN 13-5581829 | Investment Management | $504,463 |
BLACKROCK7 years Service code 28 · EIN 94-3112180 | Investment Management | $376,931 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $284,210 |
NORTHERN TRUST COMPANY10+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $31,300 |
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 6.08% | 10.38%-4.3pp | 6.74%-0.7pp | 8.23%-2.1pp |
| Employer contribution / active EE | $0 | $22,557-100.0% | $43,780-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |