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 | $37,968 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $25,433 |
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 | $83,712 | $208,526-59.9% | $96,683-13.4% | - |
| Participation rate | 78.8% | 66.0%+12.8pp | 74.3%+4.4pp | - |
| Annual return | 13.34% | 18.23%-4.9pp | 35.69%-22.4pp | - |
| Employer contribution / active EE | $630 | $2,182-71.1% | $3,737-83.1% | - |
| Participant deferral / active EE | $2,909 | $4,056-28.3% | $4,878-40.4% | - |
| Admin fee / account holder | $413 | $13,060-96.8% | $6,730-93.9% | - |