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, INC. Service code 27 1593 SPRING HILL RD STE 520 · VIENNA, VA 22182 | Advisory (Plan) | $20,483 |
PAI2 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $6,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,919 | $89,652-52.1% | $141,162-69.6% | $65,185-34.2% |
| Participation rate | 51.9% | 74.7%-22.8pp | 82.5%-30.5pp | 70.2%-18.3pp |
| Annual return | 23.65% | 32.79%-9.1pp | 71.39%-47.7pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,878 | $3,065-38.7% | $4,735-60.3% | $2,177-13.7% |
| Participant deferral / active EE | $4,112 | $5,691-27.8% | $6,709-38.7% | $3,514+17.0% |
| Admin fee / account holder | -$31 | $569-105.4% | $10,261-100.3% | $847-103.6% |