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 | $47,511 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $18,584 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $5,922 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,049 | $121,341-53.0% | $189,513-69.9% | $79,386-28.1% |
| Participation rate | 92.9% | 86.1%+6.8pp | 87.8%+5.1pp | 70.7%+22.2pp |
| Annual return | 25.24% | 21.08%+4.2pp | 555.15%-529.9pp | 116.85%-91.6pp |
| Employer contribution / active EE | $3,222 | $3,915-17.7% | $6,162-47.7% | $2,427+32.7% |
| Participant deferral / active EE | $4,932 | $6,395-22.9% | $8,221-40.0% | $4,046+21.9% |
| Admin fee / account holder | $275 | $651-57.8% | $12,045-97.7% | $626-56.2% |