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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $1,283 |
METLIFE LIFE INSURANCE COMPANY9+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,622 | $50,815+7.5% | $155,509-64.9% | $77,643-29.6% |
| Participation rate | 99.4% | 63.1%+36.3pp | 78.2%+21.2pp | 70.6%+28.8pp |
| Annual return | 18.71% | 34.80%-16.1pp | 64.67%-46.0pp | 31.24%-12.5pp |
| Employer contribution / active EE | $1,778 | $1,993-10.8% | $4,672-62.0% | $2,726-34.8% |
| Participant deferral / active EE | $2,045 | $2,822-27.5% | $5,626-63.7% | $4,647-56.0% |
| Admin fee / account holder | $6 | $437-98.6% | $15,912-100.0% | $430-98.6% |