Filed January 5, 2009
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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,280,771 |
Filed as: METROPOLITAN TOWER LIFE INSURANCE Service code 51 · EIN 13-3114906 | Investment Mgmt Fees | $60,855 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,865 | $146,341+14.7% | $98,907+69.7% | $93,223+80.1% |
| Participation rate | 95.6% | 89.3%+6.3pp | 76.0%+19.6pp | 74.9%+20.7pp |
| Annual return | 13.11% | 16.85%-3.7pp | 196.43%-183.3pp | 19.29%-6.2pp |
| Employer contribution / active EE | $3,102 | $4,823-35.7% | $2,689+15.4% | $2,680+15.8% |
| Participant deferral / active EE | $6,215 | $7,126-12.8% | $4,244+46.4% | $4,563+36.2% |
| Admin fee / account holder | $91 | $63+45.4% | $6,642-98.6% | $79+15.2% |