Filed November 5, 2019
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: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $8,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,888 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $67,313 | $69,362-3.0% | $101,248-33.5% | $73,488-8.4% |
| Participation rate | 94.8% | 68.4%+26.4pp | 75.8%+19.0pp | 70.7%+24.1pp |
| Annual return | 18.40% | 18.46%-0.1pp | 46.47%-28.1pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,919 | $2,628-27.0% | $3,660-47.6% | $2,270-15.5% |
| Participant deferral / active EE | $5,154 | $3,300+56.2% | $4,370+17.9% | $3,740+37.8% |
| Admin fee / account holder | $56 | $704-92.1% | $5,945-99.1% | $513-89.2% |