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 27 · EIN 04-1590850 | Advisory (Plan) | $33,447 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $6,923 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,172 | $61,272+166.3% | $149,673+9.0% | $71,457+128.3% |
| Participation rate | 97.0% | 62.5%+34.5pp | 78.8%+18.3pp | 67.9%+29.1pp |
| Annual return | 20.20% | 35.85%-15.7pp | 134.42%-114.2pp | 28.85%-8.6pp |
| Employer contribution / active EE | $6,800 | $2,378+185.9% | $4,818+41.1% | $2,588+162.8% |
| Participant deferral / active EE | $6,965 | $2,917+138.8% | $5,680+22.6% | $4,289+62.4% |
| Admin fee / account holder | $299 | $1,261-76.3% | $13,210-97.7% | $1,587-81.2% |