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 | $40,216 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $29,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,488 | $122,239-53.0% | $184,203-68.8% | $74,495-22.8% |
| Participation rate | 99.4% | 85.5%+13.9pp | 86.8%+12.6pp | 67.2%+32.2pp |
| Annual return | 14.27% | 19.95%-5.7pp | 28.81%-14.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $6,873 | $4,537+51.5% | $6,427+6.9% | $2,623+162.0% |
| Participant deferral / active EE | $5,282 | $7,139-26.0% | $9,131-42.2% | $4,346+21.5% |
| Admin fee / account holder | $325 | $1,260-74.2% | $13,901-97.7% | $1,942-83.2% |