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 ADVISOR8+ years Filed as: M GROUP INVESTMENT ADVISORS Service code 26 · EIN 45-3838296 | Advisory (Participants) | $39,254 |
Filed as: DAVSI BACON PENSION PLANS INC Service code 13 · EIN 26-3465772 | Contract Administrator | $21,241 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $10,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,335 | $179,636-61.4% | $112,228-38.2% | - |
| Participation rate | 100.0% | 66.3%+33.7pp | 75.1%+24.9pp | - |
| Annual return | -15.79% | -16.34%+0.6pp | 27.45%-43.2pp | - |
| Employer contribution / active EE | $4,198 | $2,897+44.9% | $3,635+15.5% | - |
| Participant deferral / active EE | $4,475 | $3,332+34.3% | $4,728-5.4% | - |
| Admin fee / account holder | $458 | $19,809-97.7% | $6,410-92.9% | - |