See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $202,577 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $100,230 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $93,437 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-2647786 | Plan Administrator | $60,894 |
ALBERTO R. LAZARO5+ years Service code 10 · EIN 66-0612011 | Accounting | $23,027 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 7.48% | 13.15%-5.7pp | -2.84%+10.3pp | 11.45%-4.0pp |
| Employer contribution / active EE | $1,414 | $23,714-94.0% | $33,329-95.8% | $17,219-91.8% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |