Filed July 28, 2010
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 37 · EIN 04-2647786 | Loan Processing | $63,388 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $36,547 |
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 | $15,255 | $42,353-64.0% | $79,550-80.8% | $64,808-76.5% |
| Participation rate | 79.5% | 64.8%+14.7pp | 69.5%+10.0pp | 71.5%+8.0pp |
| Annual return | -17.47% | -12.24%-5.2pp | 0.16%-17.6pp | 32.82%-50.3pp |
| Employer contribution / active EE | $884 | $1,181-25.1% | $2,413-63.4% | $2,506-64.7% |
| Participant deferral / active EE | $2,609 | $3,170-17.7% | $3,985-34.5% | $4,310-39.5% |
| Admin fee / account holder | $88 | $160-45.2% | $6,832-98.7% | $188-53.4% |