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 99 | Other Fees | $15,458 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,136 |
Filed as: MML INVESTOR SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $0 |
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 | $27,867 | $52,953-47.4% | $172,739-83.9% | $65,185-57.2% |
| Participation rate | 89.3% | 66.2%+23.2pp | 82.6%+6.7pp | 70.2%+19.1pp |
| Annual return | 21.31% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,231 | $2,190-43.8% | $5,143-76.1% | $2,177-43.4% |
| Participant deferral / active EE | $3,747 | $2,471+51.7% | $5,198-27.9% | $3,514+6.7% |
| Admin fee / account holder | $24 | $472-94.8% | $13,954-99.8% | $847-97.1% |