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 37 · EIN 04-2647786 | Loan Processing | $19,595 |
M HOLDINGS SECURITIES INC2 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $18,455 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,274 | $83,477+33.3% | $125,175-11.1% | $72,985+52.5% |
| Participation rate | 89.9% | 73.3%+16.6pp | 79.8%+10.1pp | 69.5%+20.4pp |
| Annual return | 22.03% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,834 | $2,345-21.8% | $3,865-52.6% | $2,440-24.8% |
| Participant deferral / active EE | $5,017 | $3,585+39.9% | $4,937+1.6% | $3,607+39.1% |
| Admin fee / account holder | $409 | $5,517-92.6% | $9,702-95.8% | $5,124-92.0% |