Filed April 21, 2005
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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY4+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,412 |
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 corrective distributions (failed ADP/ACP testing).
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 | $44,424 | $62,928-29.4% | $172,739-74.3% | $67,579-34.3% |
| Participation rate | 25.1% | 64.5%-39.4pp | 82.6%-57.6pp | 71.3%-46.2pp |
| Annual return | 3.03% | 30.36%-27.3pp | 802.84%-799.8pp | 378.56%-375.5pp |
| Employer contribution / active EE | $621 | $1,636-62.1% | $5,143-87.9% | $2,148-71.1% |
| Participant deferral / active EE | $690 | $2,145-67.8% | $5,198-86.7% | $3,539-80.5% |
| Admin fee / account holder | $4 | $167-97.6% | $13,954-100.0% | $142-97.2% |