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 8-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 Service code 27 · EIN 04-1590850 | Advisory (Plan) | $42,567 |
THE VANGUARD GROUP, INC.1 year Service code 99 · EIN 23-1945930 | Other Fees | $6,855 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,543 | $88,634+5.5% | $101,326-7.7% | $74,304+25.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | 19.84% | 33.10%-13.3pp | 36.82%-17.0pp | 29.43%-9.6pp |
| Employer contribution / active EE | $5,017 | $2,930+71.2% | $3,665+36.9% | $2,241+123.9% |
| Participant deferral / active EE | $11,606 | $7,322+58.5% | $7,994+45.2% | $3,767+208.1% |
| Admin fee / account holder | $266 | $2,425-89.0% | $11,185-97.6% | $2,969-91.1% |