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 55 · EIN 04-1590850 | Other Commissions | $36,357 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,041 | $42,810+28.6% | $169,463-67.5% | $55,725-1.2% |
| Participation rate | 63.4% | 64.7%-1.3pp | 77.8%-14.3pp | 70.9%-7.4pp |
| Annual return | -2.86% | -3.61%+0.8pp | 1.83%-4.7pp | 244.93%-247.8pp |
| Employer contribution / active EE | $1,575 | $1,402+12.3% | $4,159-62.1% | $2,078-24.2% |
| Participant deferral / active EE | $3,368 | $3,141+7.2% | $5,277-36.2% | $3,356+0.4% |
| Admin fee / account holder | $15 | $106-86.0% | $9,109-99.8% | $115-87.1% |