Filed October 7, 2014 (most recent of 3 filings on file)
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 55 · EIN 04-2746212 | Other Commissions | $41,091 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,650 |
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 | $130,405 | $75,183+73.4% | $123,892+5.3% | $55,167+136.4% |
| Participation rate | 91.1% | 72.8%+18.3pp | 81.4%+9.7pp | 69.0%+22.1pp |
| Annual return | 8.15% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $3,982 | $2,823+41.0% | $4,617-13.8% | $1,963+102.9% |
| Participant deferral / active EE | $11,460 | $5,084+125.4% | $5,984+91.5% | $3,054+275.2% |
| Admin fee / account holder | $8 | $663-98.8% | $8,357-99.9% | $504-98.4% |