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 27 · EIN 91-1802259 | Advisory (Plan) | $19,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,914 |
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 | $137,909 | $91,552+50.6% | $133,956+3.0% | $79,858+72.7% |
| Participation rate | 91.5% | 73.3%+18.1pp | 79.8%+11.6pp | 69.6%+21.8pp |
| Annual return | 15.08% | 61.85%-46.8pp | 45.09%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,101 | $2,384-53.8% | $3,919-71.9% | $2,471-55.4% |
| Participant deferral / active EE | $4,428 | $3,733+18.6% | $5,048-12.3% | $3,740+18.4% |
| Admin fee / account holder | $396 | $6,321-93.7% | $8,927-95.6% | $5,306-92.5% |