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 COMPANY10+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $691 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $646 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,276 | $50,982+24.1% | $154,803-59.1% | $85,563-26.0% |
| Participation rate | 97.7% | 59.8%+37.9pp | 78.1%+19.6pp | 66.0%+31.7pp |
| Annual return | 9.61% | 30.35%-20.7pp | 58.88%-49.3pp | 31.51%-21.9pp |
| Employer contribution / active EE | $1,982 | $1,708+16.0% | $4,305-54.0% | $2,654-25.3% |
| Participant deferral / active EE | $2,466 | $2,474-0.3% | $5,540-55.5% | $4,375-43.6% |
| Admin fee / account holder | $5 | $846-99.4% | $14,329-100.0% | $834-99.4% |