See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 27 | Advisory (Plan) | $31,292 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,335 |
Filed as: MML INVESTOR SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,597 | $66,124-28.0% | $90,404-47.4% | $73,488-35.2% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 34.45% | 17.65%+16.8pp | 1293.02%-1258.6pp | 28.51%+5.9pp |
| Employer contribution / active EE | $8,740 | $2,346+272.5% | $3,262+167.9% | $2,270+285.0% |
| Participant deferral / active EE | $7,044 | $3,039+131.8% | $3,963+77.7% | $3,740+88.4% |
| Admin fee / account holder | $11 | $396-97.3% | $5,611-99.8% | $513-97.9% |