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 | $63,409 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $24,986 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $6,950 |
Filed as: WILSHIRE ADVISORS LLC 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 | $58,940 | $130,194-54.7% | $169,993-65.3% | $71,457-17.5% |
| Participation rate | 97.4% | 86.1%+11.2pp | 87.0%+10.4pp | 67.9%+29.4pp |
| Annual return | 22.18% | 20.37%+1.8pp | 53.37%-31.2pp | 28.85%-6.7pp |
| Employer contribution / active EE | $4,386 | $4,381+0.1% | $6,785-35.4% | $2,588+69.5% |
| Participant deferral / active EE | $6,582 | $6,923-4.9% | $10,408-36.8% | $4,289+53.5% |
| Admin fee / account holder | $286 | $966-70.4% | $12,815-97.8% | $1,587-82.0% |