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) | $47,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,674 |
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 | $146,805 | $73,102+100.8% | $123,544+18.8% | $56,287+160.8% |
| Participation rate | 92.9% | 74.3%+18.6pp | 82.3%+10.7pp | 69.9%+23.1pp |
| Annual return | -5.32% | 3.01%-8.3pp | 119.20%-124.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $4,471 | $2,977+50.2% | $4,628-3.4% | $2,111+111.8% |
| Participant deferral / active EE | $12,474 | $5,423+130.0% | $6,426+94.1% | $3,350+272.4% |
| Admin fee / account holder | $240 | $554-56.6% | $9,284-97.4% | $521-53.9% |