Filed October 13, 2011
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 |
|---|---|---|
Filed as: MML DISTRIBUTORS, LLC Service code 53 · EIN 04-3356880 | Insurance Commissions | $11,230 |
Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $999 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $13,572 | $65,061-79.1% | $143,757-90.6% | $66,914-79.7% |
| Participation rate | 67.4% | 65.2%+2.2pp | 80.3%-12.9pp | 69.8%-2.4pp |
| Annual return | -7.70% | -11.14%+3.4pp | -0.04%-7.7pp | 1.58%-9.3pp |
| Employer contribution / active EE | $1,280 | $2,361-45.8% | $4,951-74.1% | $2,544-49.7% |
| Participant deferral / active EE | $831 | $2,919-71.5% | $5,637-85.2% | $4,237-80.4% |
| Admin fee / account holder | $17 | $502-96.7% | $14,673-99.9% | $593-97.2% |