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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,554 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $10,071 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 ATTN MMLISI COMMISSIONS · SPRINGFIELD, MA 01111 | Other Commissions | $4,116 |
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 | $42,961 | $55,453-22.5% | $170,442-74.8% | $62,292-31.0% |
| Participation rate | 92.9% | 66.4%+26.6pp | 83.6%+9.4pp | 69.5%+23.4pp |
| Annual return | 15.62% | 21.38%-5.8pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $677 | $2,164-68.7% | $5,433-87.5% | $2,042-66.9% |
| Participant deferral / active EE | $2,543 | $2,303+10.4% | $4,939-48.5% | $3,169-19.7% |
| Admin fee / account holder | $147 | $455-67.7% | $13,880-98.9% | $479-69.4% |