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 | $50,336 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $20,775 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $5,779 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,558 | $102,553-53.6% | $151,611-68.6% | $66,914-28.9% |
| Participation rate | 97.2% | 85.5%+11.7pp | 87.5%+9.7pp | 69.8%+27.4pp |
| Annual return | -12.79% | -10.82%-2.0pp | 3.33%-16.1pp | 1.58%-14.4pp |
| Employer contribution / active EE | $3,843 | $4,180-8.1% | $6,166-37.7% | $2,544+51.1% |
| Participant deferral / active EE | $5,701 | $6,641-14.1% | $8,363-31.8% | $4,237+34.6% |
| Admin fee / account holder | $247 | $630-60.8% | $11,616-97.9% | $593-58.4% |