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 27 · EIN 04-1590850 | Advisory (Plan) | $42,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,996 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $154,022 | $80,753+90.7% | $136,294+13.0% | $62,292+147.3% |
| Participation rate | 91.6% | 73.5%+18.1pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 18.37% | 35.83%-17.5pp | 5155.94%-5137.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $3,799 | $2,884+31.7% | $4,695-19.1% | $2,042+86.0% |
| Participant deferral / active EE | $10,818 | $5,164+109.5% | $6,247+73.2% | $3,169+241.4% |
| Admin fee / account holder | $92 | $525-82.5% | $9,243-99.0% | $479-80.8% |