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 10-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $47,997 |
M HOLDINGS SECURITIES INC8+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 22 | Insurance Broker | $42,398 |
HUNNEX AND SHOEMAKER, INC.8+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $7,680 |
M HOLDINGS SECURITIES INC5 years Filed as: M HOLDINGS SECURITIES INC. Service code 22 · EIN 91-1802259 | Insurance Broker | $3,372 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,867 | $52,122+32.1% | $104,294-34.0% | $64,808+6.3% |
| Participation rate | 44.8% | 56.0%-11.2pp | 73.3%-28.5pp | 71.5%-26.7pp |
| Annual return | -13.62% | 13.26%-26.9pp | 24.61%-38.2pp | 32.82%-46.4pp |
| Employer contribution / active EE | $2,204 | $1,627+35.5% | $3,372-34.6% | $2,506-12.0% |
| Participant deferral / active EE | $4,887 | $2,823+73.1% | $4,625+5.7% | $4,310+13.4% |
| Admin fee / account holder | $107 | $155-30.5% | $7,339-98.5% | $188-42.8% |