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) | $32,956 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,809 |
ACCESS INTELLIGENCE, LLC2+ years Service code 49 · EIN 52-2270063 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $75,542 | $64,954+16.3% | $115,752-34.7% | $62,292+21.3% |
| Participation rate | 92.5% | 73.0%+19.5pp | 77.8%+14.8pp | 69.5%+23.0pp |
| Annual return | 18.86% | 24.87%-6.0pp | 19.41%-0.6pp | 28.90%-10.0pp |
| Employer contribution / active EE | $676 | $2,344-71.2% | $3,492-80.7% | $2,042-66.9% |
| Participant deferral / active EE | $5,895 | $3,665+60.8% | $5,204+13.3% | $3,169+86.0% |
| Admin fee / account holder | $32 | $414-92.3% | $6,278-99.5% | $479-93.3% |