Filed June 23, 2005
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,741 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $26,246 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,247 | $201,594-68.6% | $101,248-37.5% | - |
| Participation rate | 93.9% | 64.6%+29.3pp | 75.8%+18.1pp | - |
| Annual return | 12.65% | 13.55%-0.9pp | 46.47%-33.8pp | - |
| Employer contribution / active EE | $504 | $2,288-78.0% | $3,660-86.2% | - |
| Participant deferral / active EE | $2,706 | $3,091-12.5% | $4,370-38.1% | - |
| Admin fee / account holder | $297 | $7,709-96.1% | $5,945-95.0% | - |