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 | $41,839 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $29,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,247 | $64,707+11.7% | $112,228-35.6% | $68,494+5.5% |
| Participation rate | 88.4% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.5pp |
| Annual return | -14.00% | -11.40%-2.6pp | 27.45%-41.5pp | -7.84%-6.2pp |
| Employer contribution / active EE | $623 | $2,746-77.3% | $3,635-82.9% | $2,596-76.0% |
| Participant deferral / active EE | $3,379 | $3,565-5.2% | $4,728-28.5% | $4,027-16.1% |
| Admin fee / account holder | $411 | $5,232-92.1% | $6,410-93.6% | $5,403-92.4% |