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) | $19,463 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,605 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $107,953 | $81,248+32.9% | $155,509-30.6% | $80,856+33.5% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 12.05% | 33.31%-21.3pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,252 | $3,100+4.9% | $4,672-30.4% | $2,755+18.0% |
| Participant deferral / active EE | $11,049 | $3,452+220.1% | $5,626+96.4% | $4,296+157.2% |
| Admin fee / account holder | $201 | $7,997-97.5% | $15,912-98.7% | $6,918-97.1% |