Filed November 20, 2003
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 9-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 COMPANY3+ years Filed as: METLIFE Service code 23 · EIN 13-5581829 | Investment management; Insurance serv... | $128,372 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 28 · EIN 26-3521867 | Investment Management | $18,579 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $17,500 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | 7.94% | -2.89%+10.8pp | -102.03%+110.0pp | 10.56%-2.6pp |
| Employer contribution / active EE | $74,401 | $14,715+405.6% | $36,229+105.4% | $13,643+445.3% |
| Participant deferral / active EE | $0 | $46-100.0% | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |