Filed December 31, 2008
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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $11,906 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $1,592 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,043 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $669 |
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 | $29,007 | $38,969-25.6% | $109,313-73.5% | $55,167-47.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.3%+28.7pp | 69.0%+31.0pp |
| Annual return | 6.91% | 8.26%-1.4pp | 22.07%-15.2pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,854 | $1,227+132.7% | $3,892-26.7% | $1,963+45.4% |
| Participant deferral / active EE | $2,179 | $2,176+0.1% | $3,166-31.2% | $3,054-28.7% |
| Admin fee / account holder | $41 | $501-91.9% | $5,666-99.3% | $504-91.9% |