Filed August 9, 2013
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 |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $32,097 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,748 |
TAX SHELTERED COMPENSATION, INC.6+ years Service code 49 · EIN 41-0955056 | Other Services | $14,417 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,631 | $52,293-62.5% | $178,490-89.0% | $73,409-73.3% |
| Participation rate | 79.1% | 65.3%+13.7pp | 81.9%-2.8pp | 72.2%+6.9pp |
| Annual return | 15.31% | 34.75%-19.4pp | 151.07%-135.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $611 | $1,735-64.8% | $5,011-87.8% | $2,234-72.7% |
| Participant deferral / active EE | $1,987 | $2,332-14.8% | $5,202-61.8% | $3,805-47.8% |
| Admin fee / account holder | $33 | $127-73.8% | $13,984-99.8% | $158-78.9% |