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 | $49,256 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $35,767 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,072 |
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 | $68,995 | $132,049-47.8% | $200,582-65.6% | $74,304-7.1% |
| Participation rate | 99.4% | 84.1%+15.4pp | 86.9%+12.6pp | 60.3%+39.1pp |
| Annual return | 18.99% | 22.22%-3.2pp | 42.33%-23.3pp | 29.43%-10.4pp |
| Employer contribution / active EE | $7,466 | $4,558+63.8% | $6,419+16.3% | $2,241+233.1% |
| Participant deferral / active EE | $5,804 | $7,213-19.5% | $9,331-37.8% | $3,767+54.1% |
| Admin fee / account holder | $383 | $2,405-84.1% | $16,305-97.7% | $2,969-87.1% |