Filed March 27, 2007
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 INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $22,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,612 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,664 | $73,867+18.7% | $143,757-39.0% | $68,494+28.0% |
| Participation rate | 96.9% | 66.7%+30.3pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -17.06% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,552 | $3,184-19.9% | $4,951-48.5% | $2,596-1.7% |
| Participant deferral / active EE | $10,241 | $3,384+202.6% | $5,637+81.7% | $4,027+154.3% |
| Admin fee / account holder | $201 | $5,755-96.5% | $14,673-98.6% | $5,403-96.3% |