Filed July 20, 2006 (most recent of 4 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 13 · EIN 42-0127290 | Contract Administrator | $29,071 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $11,363 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,167 | $98,982-52.3% | $162,163-70.9% | $65,185-27.6% |
| Participation rate | 89.3% | 85.8%+3.5pp | 87.6%+1.7pp | 70.2%+19.1pp |
| Annual return | 23.05% | 24.84%-1.8pp | 115.59%-92.5pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,723 | $3,467-21.5% | $5,614-51.5% | $2,177+25.1% |
| Participant deferral / active EE | $3,768 | $5,384-30.0% | $7,298-48.4% | $3,514+7.2% |
| Admin fee / account holder | $240 | $596-59.7% | $10,843-97.8% | $847-71.6% |