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 |
|---|---|---|
M HOLDINGS SECURITIES INC3 years Service code 26 · EIN 91-1802259 | Advisory (Participants) | $30,526 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,867 | $52,293+83.3% | $178,490-46.3% | $73,409+30.6% |
| Participation rate | 37.4% | 65.3%-28.0pp | 81.9%-44.5pp | 72.2%-34.8pp |
| Annual return | 14.26% | 34.75%-20.5pp | 151.07%-136.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,157 | $1,735-33.3% | $5,011-76.9% | $2,234-48.2% |
| Participant deferral / active EE | $1,869 | $2,332-19.9% | $5,202-64.1% | $3,805-50.9% |
| Admin fee / account holder | $157 | $127+23.3% | $13,984-98.9% | $158-0.6% |