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 1295 STATE STREET · SPRINGFIELD, MA 01111 | Insurance Commissions | $32,240 |
Service code 13 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NY 12211 | Contract Administrator | $13,598 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,154 | $137,414+14.4% | $189,513-17.1% | $85,850+83.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.72% | 38.14%-19.4pp | 555.15%-536.4pp | 318.53%-299.8pp |
| Employer contribution / active EE | $4,056 | $4,344-6.6% | $6,162-34.2% | $2,565+58.1% |
| Participant deferral / active EE | $6,673 | $6,260+6.6% | $8,221-18.8% | $3,952+68.9% |
| Admin fee / account holder | $32 | $8,630-99.6% | $12,045-99.7% | $6,260-99.5% |