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 |
|---|---|---|
MONATGE SECURITIES LLC1 year Filed as: MONTAGE SECURITIES LLC Service code 27 4200 W 115TH ST STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $11,194 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,900 | $61,660+40.9% | $80,019+8.6% | $64,186+35.4% |
| Participation rate | 92.7% | 71.7%+21.0pp | 75.8%+16.9pp | 69.6%+23.1pp |
| Annual return | 8.42% | -0.33%+8.7pp | 11.22%-2.8pp | 7.63%+0.8pp |
| Employer contribution / active EE | $2,040 | $1,810+12.7% | $2,468-17.3% | $2,381-14.3% |
| Participant deferral / active EE | $5,280 | $2,968+77.9% | $3,686+43.3% | $3,470+52.2% |
| Admin fee / account holder | $122 | $5,417-97.7% | $6,521-98.1% | $4,888-97.5% |