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 COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 28 · EIN 13-5581829 | Investment Management | $932,564 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $322,146 |
SCHRODER INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-4064414 | Investment Management | $45,712 |
NORTHERN TRUST COMPANY2+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $36,490 |
SIM-HEDGED1 year Service code 27 · EIN 36-7045716 | Advisory (Plan) | $36,196 |
COVINGTON & BURLING LLP2+ years Filed as: COVINGTON AND BURLING Service code 28 · EIN 53-0188411 | Investment Management | $29,479 |
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.
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 | $0 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 11.27% | 5.61%+5.7pp | 3.99%+7.3pp | 11.88%-0.6pp |
| Employer contribution / active EE | $152,000 | $20,606+637.6% | $38,279+297.1% | $14,612+940.2% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |