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 |
|---|---|---|
Filed as: METLIFE LIFE INSURANCE Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $836 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $512 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,120 | $65,061+50.8% | $143,757-31.7% | $66,914+46.6% |
| Participation rate | 91.2% | 65.2%+26.0pp | 80.3%+10.9pp | 69.8%+21.4pp |
| Annual return | -10.00% | -11.14%+1.1pp | -0.04%-10.0pp | 1.58%-11.6pp |
| Employer contribution / active EE | $3,537 | $2,361+49.8% | $4,951-28.6% | $2,544+39.0% |
| Participant deferral / active EE | $4,103 | $2,919+40.6% | $5,637-27.2% | $4,237-3.2% |
| Admin fee / account holder | $9 | $502-98.3% | $14,673-99.9% | $593-98.6% |