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 |
|---|---|---|
M GROUP INVESTMENT ADVISOR1+ years Filed as: M GROUP INVESTMENT ADVISORS Service code 99 · EIN 45-3838296 | Other Fees | $8,042 |
MORNINGSTAR1+ years Service code 27 | Advisory (Plan) | $1,593 |
DAVIS BACON PENSION PLANS INC1+ years Filed as: DAVIS-BACON PENSION PLANS INC Service code 65 · EIN 26-3465772 | Account Maintenance | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $41,686 | $50,464-17.4% | $75,781-45.0% | $52,331-20.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.37% | 1.03%-1.4pp | 9.68%-10.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $5,561 | $1,988+179.7% | $3,323+67.3% | $1,882+195.6% |
| Participant deferral / active EE | $2,805 | $2,570+9.1% | $3,651-23.2% | $3,022-7.2% |
| Admin fee / account holder | $70 | $1,103-93.6% | $5,299-98.7% | $592-88.2% |