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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $54,367 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $39,393 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $61,168 | $65,908-7.2% | $81,812-25.2% | $77,643-21.2% |
| Participation rate | 94.2% | 65.8%+28.4pp | 72.3%+21.8pp | 70.6%+23.6pp |
| Annual return | 13.76% | 26.64%-12.9pp | 773.79%-760.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,283 | $2,370+38.5% | $2,912+12.7% | $2,726+20.5% |
| Participant deferral / active EE | $3,806 | $3,505+8.6% | $4,319-11.9% | $4,647-18.1% |
| Admin fee / account holder | $239 | $526-54.6% | $7,386-96.8% | $430-44.4% |