Filed April 17, 2025 (most recent of 4 filings on file)
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 LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $27,506 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $17,518 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,107 | $122,239-30.4% | $184,203-53.8% | $74,495+14.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.07% | 19.95%-4.9pp | 28.81%-13.7pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $6,012 | $4,537+32.5% | $6,427-6.5% | $2,623+129.2% |
| Participant deferral / active EE | $5,224 | $7,139-26.8% | $9,131-42.8% | $4,346+20.2% |
| Admin fee / account holder | $32 | $1,260-97.4% | $13,901-99.8% | $1,942-98.3% |