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 | $1,320,447 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Other insurance fees and expenses; In... | $173,636 |
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 | $49,061 | $47,540+3.2% | $79,550-38.3% | $89,394-45.1% |
| Participation rate | 41.5% | 54.9%-13.4pp | 69.5%-27.9pp | 71.3%-29.7pp |
| Annual return | -18.29% | -8.05%-10.2pp | 0.16%-18.5pp | -11.89%-6.4pp |
| Employer contribution / active EE | $724 | $1,122-35.4% | $2,413-70.0% | $3,022-76.0% |
| Participant deferral / active EE | $1,542 | $1,961-21.4% | $3,985-61.3% | $5,123-69.9% |
| Admin fee / account holder | $9 | $59-85.2% | $6,832-99.9% | $79-89.1% |