Filed October 18, 2004 (most recent of 2 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | $28,970 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $14,379 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,689 | $136,307-73.1% | $177,821-79.4% | $73,488-50.1% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.7%+9.4pp | 70.7%+26.4pp |
| Annual return | 13.59% | 18.68%-5.1pp | 48.32%-34.7pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,824 | $3,712-23.9% | $5,918-52.3% | $2,270+24.4% |
| Participant deferral / active EE | $3,979 | $5,829-31.7% | $7,714-48.4% | $3,740+6.4% |
| Admin fee / account holder | $204 | $596-65.8% | $12,427-98.4% | $513-60.2% |