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 COMPANY8+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $781 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $165 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,969 | $47,126-0.3% | $149,673-68.6% | $74,419-36.9% |
| Participation rate | 91.0% | 63.4%+27.6pp | 78.8%+12.2pp | 70.7%+20.3pp |
| Annual return | 9.91% | 22.75%-12.8pp | 134.42%-124.5pp | 34.38%-24.5pp |
| Employer contribution / active EE | $1,551 | $1,905-18.6% | $4,818-67.8% | $2,637-41.2% |
| Participant deferral / active EE | $1,807 | $2,728-33.8% | $5,680-68.2% | $4,528-60.1% |
| Admin fee / account holder | $3 | $343-99.2% | $13,210-100.0% | $348-99.2% |