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 Service code 27 · EIN 04-1590850 | Advisory (Plan) | $13,208 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,085 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,664 | $99,957-77.3% | $149,696-84.9% | $73,488-69.2% |
| Participation rate | 89.6% | 75.7%+13.9pp | 82.5%+7.1pp | 70.7%+18.9pp |
| Annual return | 54.75% | 53.87%+0.9pp | 276.60%-221.8pp | 28.51%+26.2pp |
| Employer contribution / active EE | $2,959 | $3,191-7.3% | $4,644-36.3% | $2,270+30.3% |
| Participant deferral / active EE | $7,621 | $6,073+25.5% | $6,842+11.4% | $3,740+103.8% |
| Admin fee / account holder | $74 | $551-86.5% | $9,309-99.2% | $513-85.5% |