Filed December 5, 2003 (most recent of 4 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,136,347 |
METLIFE LIFE INSURANCE COMPANY10+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Other insurance fees and expenses; In... | $116,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,071 | $57,150+6.9% | $93,654-34.8% | $106,408-42.6% |
| Participation rate | 41.1% | 49.1%-8.0pp | 68.7%-27.7pp | 69.9%-28.8pp |
| Annual return | 12.15% | 15.81%-3.7pp | 133.34%-121.2pp | 17.37%-5.2pp |
| Employer contribution / active EE | $741 | $1,015-27.0% | $2,421-69.4% | $3,361-78.0% |
| Participant deferral / active EE | $1,581 | $1,853-14.7% | $4,413-64.2% | $5,567-71.6% |
| Admin fee / account holder | $8 | $64-87.4% | $8,282-99.9% | $79-89.8% |