See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,668 | $42,548+143.7% | $74,550+39.1% | $56,287+84.2% |
| Participation rate | 54.1% | 60.5%-6.4pp | 69.1%-15.0pp | 69.9%-15.7pp |
| Annual return | -3.64% | 12.40%-16.0pp | 32.53%-36.2pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,976 | $855+131.1% | $1,961+0.8% | $2,111-6.4% |
| Participant deferral / active EE | $4,700 | $2,277+106.4% | $3,108+51.2% | $3,350+40.3% |
| Admin fee / account holder | $304 | $467-34.9% | $5,060-94.0% | $521-41.7% |