Filed November 8, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 13 · EIN 42-0127290 | Contract Administrator | $130,589 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $44,170 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,857 | $71,964-78.0% | $167,512-90.5% | $85,563-81.5% |
| Participation rate | 89.7% | 61.0%+28.8pp | 77.1%+12.7pp | 66.0%+23.8pp |
| Annual return | 19.35% | 18.83%+0.5pp | 1615.79%-1596.4pp | 31.51%-12.2pp |
| Employer contribution / active EE | $319 | $1,875-83.0% | $3,882-91.8% | $2,654-88.0% |
| Participant deferral / active EE | $3,065 | $4,110-25.4% | $6,405-52.1% | $4,375-30.0% |
| Admin fee / account holder | $111 | $815-86.4% | $9,769-98.9% | $834-86.7% |