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 | $36,250 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $21,208 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,261 | $102,553-64.6% | $151,611-76.1% | $66,914-45.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -13.14% | -10.82%-2.3pp | 3.33%-16.5pp | 1.58%-14.7pp |
| Employer contribution / active EE | $5,435 | $4,180+30.0% | $6,166-11.9% | $2,544+113.6% |
| Participant deferral / active EE | $4,259 | $6,641-35.9% | $8,363-49.1% | $4,237+0.5% |
| Admin fee / account holder | $247 | $630-60.7% | $11,616-97.9% | $593-58.3% |