Filed July 18, 2006
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 26 · EIN 71-0294708 | Advisory (Participants) | $86,484 |
Filed as: MML INSURANCE AGENCY LLC Service code 55 | Other Commissions | $43,824 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 MML INVESTOR SERVICES · BOSTON, MA 02266 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,714 | $101,499-18.5% | $147,005-43.7% | $74,546+11.0% |
| Participation rate | 61.7% | 75.5%-13.8pp | 82.2%-20.5pp | 67.2%-5.5pp |
| Annual return | 10.86% | 8732.34%-8721.5pp | 418.76%-407.9pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $2,185 | $3,811-42.7% | $4,934-55.7% | $2,624-16.8% |
| Participant deferral / active EE | $4,808 | $7,304-34.2% | $8,070-40.4% | $4,347+10.6% |
| Admin fee / account holder | $303 | $1,748-82.6% | $13,006-97.7% | $1,944-84.4% |