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 64 · EIN 71-0294708 | Recordkeeping Fees | $52,108 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 MML INVESTORS SERVICES · BOSTON, MA 02266 | Other Commissions | $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 | $32,014 | $55,415-42.2% | $155,509-79.4% | $74,495-57.0% |
| Participation rate | 94.5% | 61.9%+32.6pp | 78.2%+16.3pp | 67.2%+27.3pp |
| Annual return | 14.19% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,508 | $2,267+10.6% | $4,672-46.3% | $2,623-4.4% |
| Participant deferral / active EE | $3,612 | $2,836+27.4% | $5,626-35.8% | $4,346-16.9% |
| Admin fee / account holder | $197 | $1,738-88.7% | $15,912-98.8% | $1,942-89.9% |