Filed April 24, 2007
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 7-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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $33,726 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $31,154 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $7,943 |
TIAA1+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,273 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,054 | $67,166-34.4% | $57,343-23.2% | $55,191-20.2% |
| Participation rate | 95.9% | 77.7%+18.2pp | 75.1%+20.8pp | 69.2%+26.8pp |
| Annual return | 1.34% | 4.22%-2.9pp | 24.39%-23.1pp | 10.78%-9.4pp |
| Employer contribution / active EE | $1,506 | $2,812-46.5% | $2,689-44.0% | $1,899-20.7% |
| Participant deferral / active EE | $2,019 | $2,835-28.8% | $3,162-36.2% | $3,046-33.7% |
| Admin fee / account holder | $67 | $44+54.6% | $3,356-98.0% | $91-25.8% |