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 COMPANY6+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $948 |
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,879 | $56,485-22.3% | $185,823-76.4% | $86,799-49.4% |
| Participation rate | 99.0% | 65.5%+33.5pp | 81.7%+17.3pp | 72.3%+26.7pp |
| Annual return | 13.71% | 118.04%-104.3pp | 122.05%-108.3pp | 97.91%-84.2pp |
| Employer contribution / active EE | $1,202 | $1,843-34.8% | $5,167-76.7% | $2,405-50.0% |
| Participant deferral / active EE | $1,439 | $2,553-43.6% | $5,568-74.1% | $4,131-65.2% |
| Admin fee / account holder | $3 | $150-97.7% | $16,237-100.0% | $170-98.0% |