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 | $2,577,315 |
METLIFE LIFE INSURANCE COMPANY11+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Insurance services; Other insurance f... | $104,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,939 | $77,577-16.3% | $101,794-36.2% | $140,769-53.9% |
| Participation rate | 42.5% | 56.8%-14.3pp | 69.2%-26.7pp | 74.2%-31.6pp |
| Annual return | 11.59% | 14.47%-2.9pp | 30.53%-18.9pp | 16.82%-5.2pp |
| Employer contribution / active EE | $775 | $1,318-41.2% | $2,289-66.1% | $3,906-80.2% |
| Participant deferral / active EE | $1,502 | $2,205-31.9% | $4,084-63.2% | $6,717-77.6% |
| Admin fee / account holder | $18 | $84-78.3% | $8,777-99.8% | $229-92.0% |