Filed March 2, 2022
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $47,269 |
Filed as: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $20,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,963 | $52,293+3.2% | $178,490-69.8% | $73,409-26.5% |
| Participation rate | 60.5% | 65.3%-4.9pp | 81.9%-21.4pp | 72.2%-11.7pp |
| Annual return | 15.68% | 34.75%-19.1pp | 151.07%-135.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,544 | $1,735-11.1% | $5,011-69.2% | $2,234-30.9% |
| Participant deferral / active EE | $3,074 | $2,332+31.8% | $5,202-40.9% | $3,805-19.2% |
| Admin fee / account holder | $216 | $127+69.5% | $13,984-98.5% | $158+36.7% |