Filed December 21, 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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,432 | $46,292-10.5% | $143,757-71.2% | $64,808-36.1% |
| Participation rate | 61.5% | 64.2%-2.7pp | 80.3%-18.8pp | 71.5%-9.9pp |
| Annual return | -15.11% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $610 | $1,910-68.0% | $4,951-87.7% | $2,506-75.6% |
| Participant deferral / active EE | $3,008 | $2,646+13.7% | $5,637-46.6% | $4,310-30.2% |
| Admin fee / account holder | $214 | $154+39.4% | $14,673-98.5% | $188+14.2% |