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 | $38,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,331 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $58,692 | $48,471+21.1% | $182,532-67.8% | $67,579-13.2% |
| Participation rate | 56.2% | 67.2%-11.0pp | 78.0%-21.8pp | 71.3%-15.1pp |
| Annual return | 22.93% | 31.08%-8.2pp | 148.54%-125.6pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,423 | $1,461-2.6% | $4,076-65.1% | $2,148-33.7% |
| Participant deferral / active EE | $2,991 | $3,324-10.0% | $5,524-45.9% | $3,539-15.5% |
| Admin fee / account holder | $13 | $151-91.4% | $8,592-99.8% | $142-90.8% |