Filed January 23, 2023
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 64 · EIN 71-0294708 | Recordkeeping Fees | $38,197 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $20,000 |
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 | $37,152 | $65,061-42.9% | $143,757-74.2% | $66,914-44.5% |
| Participation rate | 77.0% | 65.2%+11.8pp | 80.3%-3.3pp | 69.8%+7.2pp |
| Annual return | -17.63% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,002 | $2,361-57.6% | $4,951-79.8% | $2,544-60.6% |
| Participant deferral / active EE | $5,206 | $2,919+78.3% | $5,637-7.7% | $4,237+22.9% |
| Admin fee / account holder | $191 | $502-62.0% | $14,673-98.7% | $593-67.8% |