Filed March 25, 2021 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $328,235 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $148,086 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $113,495 |
FARBER HASS HURLEY LLP7+ years Service code 10 · EIN 20-4207759 | Accounting | $19,818 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,941 | $67,512+59.9% | $185,823-41.9% | $93,030+16.0% |
| Participation rate | 93.8% | 67.1%+26.6pp | 81.7%+12.1pp | 73.9%+19.9pp |
| Annual return | 15.50% | 21.04%-5.5pp | 122.05%-106.5pp | 158.70%-143.2pp |
| Employer contribution / active EE | $2,396 | $1,783+34.4% | $5,167-53.6% | $2,706-11.5% |
| Participant deferral / active EE | $7,216 | $3,035+137.7% | $5,568+29.6% | $4,562+58.2% |
| Admin fee / account holder | $128 | $318-59.7% | $16,237-99.2% | $152-15.6% |