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 | $39,680 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $23,715 |
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 | $45,463 | $130,194-65.1% | $169,993-73.3% | $71,457-36.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 16.95% | 20.37%-3.4pp | 53.37%-36.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $6,237 | $4,381+42.3% | $6,785-8.1% | $2,588+141.0% |
| Participant deferral / active EE | $4,683 | $6,923-32.4% | $10,408-55.0% | $4,289+9.2% |
| Admin fee / account holder | $286 | $966-70.4% | $12,815-97.8% | $1,587-82.0% |