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 | $84,196 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $31,475 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $11,340 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,466 | $122,239-44.8% | $184,203-63.4% | $74,495-9.4% |
| Participation rate | 97.6% | 85.5%+12.2pp | 86.8%+10.8pp | 67.2%+30.4pp |
| Annual return | 17.20% | 19.95%-2.7pp | 28.81%-11.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $4,256 | $4,537-6.2% | $6,427-33.8% | $2,623+62.3% |
| Participant deferral / active EE | $6,503 | $7,139-8.9% | $9,131-28.8% | $4,346+49.6% |
| Admin fee / account holder | $348 | $1,260-72.4% | $13,901-97.5% | $1,942-82.1% |