Filed October 18, 2004
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 53 · EIN 04-2746212 | Insurance Commissions | $24,049 |
Service code 13 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NY 12211 | Contract Administrator | $6,382 |
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 | $85,834 | $79,523+7.9% | $140,016-38.7% | $56,287+52.5% |
| Participation rate | 87.6% | 85.7%+1.9pp | 87.5%+0.1pp | 69.9%+17.8pp |
| Annual return | -4.88% | 2.39%-7.3pp | 651.12%-656.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,795 | $3,350-16.6% | $5,606-50.1% | $2,111+32.4% |
| Participant deferral / active EE | $5,219 | $5,129+1.8% | $6,927-24.7% | $3,350+55.8% |
| Admin fee / account holder | $29 | $614-95.2% | $10,705-99.7% | $521-94.4% |