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 | $67,252 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $37,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,025 | $44,626-55.1% | $86,188-76.8% | $80,160-75.0% |
| Participation rate | 72.7% | 63.5%+9.2pp | 69.0%+3.8pp | 72.9%-0.2pp |
| Annual return | 21.04% | 19.61%+1.4pp | 1168.45%-1147.4pp | 40.38%-19.3pp |
| Employer contribution / active EE | $873 | $1,099-20.6% | $2,380-63.3% | $2,978-70.7% |
| Participant deferral / active EE | $2,628 | $2,769-5.1% | $3,985-34.0% | $5,017-47.6% |
| Admin fee / account holder | $94 | $133-29.3% | $6,852-98.6% | $145-35.0% |