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 |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $19,410 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,336 | $155,795-77.3% | $136,294-74.1% | $69,631-49.3% |
| Participation rate | 69.8% | 75.2%-5.5pp | 81.9%-12.2pp | 70.7%-0.9pp |
| Annual return | 25.76% | 232464.33%-232438.6pp | 5155.94%-5130.2pp | 27571.02%-27545.3pp |
| Employer contribution / active EE | $3,671 | $2,991+22.7% | $4,695-21.8% | $2,032+80.6% |
| Participant deferral / active EE | $3,397 | $5,394-37.0% | $6,247-45.6% | $3,224+5.4% |
| Admin fee / account holder | $75 | $128-41.5% | $9,243-99.2% | $110-32.1% |