Filed May 23, 2018
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 8-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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $276,678 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,163 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 · EIN 06-0566090 | Recordkeeping Fees | $1,549 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,502 | $47,456-48.4% | $172,739-85.8% | $77,787-68.5% |
| Participation rate | 99.4% | 66.3%+33.2pp | 82.6%+16.8pp | 73.2%+26.2pp |
| Annual return | 20.39% | 35.57%-15.2pp | 802.84%-782.5pp | 32.57%-12.2pp |
| Employer contribution / active EE | $1,410 | $1,574-10.4% | $5,143-72.6% | $2,504-43.7% |
| Participant deferral / active EE | $1,914 | $2,560-25.2% | $5,198-63.2% | $3,967-51.8% |
| Admin fee / account holder | $69 | $81-14.4% | $13,954-99.5% | $100-30.9% |