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 | $1,175,633 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Other insurance fees and expenses; In... | $94,421 |
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.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,951 | $53,531+2.7% | $86,188-36.2% | $96,393-43.0% |
| Participation rate | 41.8% | 53.4%-11.6pp | 69.0%-27.1pp | 71.3%-29.5pp |
| Annual return | 14.79% | 20.51%-5.7pp | 1168.45%-1153.7pp | 22.88%-8.1pp |
| Employer contribution / active EE | $735 | $1,158-36.5% | $2,380-69.1% | $3,238-77.3% |
| Participant deferral / active EE | $1,566 | $1,965-20.3% | $3,985-60.7% | $5,455-71.3% |
| Admin fee / account holder | $8 | $55-85.6% | $6,852-99.9% | $74-89.2% |