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 COMPANY3+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,373 | $37,196-31.8% | $154,107-83.5% | $55,725-54.5% |
| Participation rate | 83.0% | 64.1%+19.0pp | 83.0%0pp | 70.9%+12.2pp |
| Annual return | 9.06% | 1319.68%-1310.6pp | 735.12%-726.1pp | 244.93%-235.9pp |
| Employer contribution / active EE | $888 | $1,614-45.0% | $5,298-83.2% | $2,078-57.3% |
| Participant deferral / active EE | $2,133 | $2,068+3.1% | $5,081-58.0% | $3,356-36.4% |
| Admin fee / account holder | $2 | $102-98.0% | $13,411-100.0% | $115-98.2% |