Filed June 13, 2024 (most recent of 11 filings on file)
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 |
|---|---|---|
Filed as: METROPOLITAN LIFE INSURANCE Service code 27 · EIN 13-5581829 | Advisory (Plan) | $82,897 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,771 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $80,038 | $56,095+42.7% | $178,490-55.2% | $90,288-11.4% |
| Participation rate | 61.0% | 65.6%-4.5pp | 81.9%-20.9pp | 73.4%-12.3pp |
| Annual return | 13.92% | 28.81%-14.9pp | 151.07%-137.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $48 | $101-51.9% | $13,984-99.7% | $114-57.5% |