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 INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $5,037 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,981 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,103 | $70,667+4.9% | $123,104-39.8% | $52,331+41.6% |
| Participation rate | 94.7% | 83.7%+11.0pp | 86.8%+8.0pp | 68.1%+26.6pp |
| Annual return | 1.97% | 6.23%-4.3pp | 13.22%-11.2pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,577 | $2,946-46.5% | $5,151-69.4% | $1,882-16.2% |
| Participant deferral / active EE | $6,498 | $4,493+44.6% | $6,230+4.3% | $3,022+115.0% |
| Admin fee / account holder | $22 | $506-95.6% | $9,015-99.8% | $592-96.3% |