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 INC5 years Filed as: M. HOLDINGS SECURITIES, INC. Service code 15 · EIN 91-1802259 | Recordkeeping | $41,387 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,195 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,983 | $106,028-44.4% | $146,958-59.9% | $77,643-24.0% |
| Participation rate | 83.6% | 78.4%+5.3pp | 82.2%+1.5pp | 70.6%+13.1pp |
| Annual return | 20.30% | 56.73%-36.4pp | 418.34%-398.0pp | 31.24%-10.9pp |
| Employer contribution / active EE | $3,847 | $4,063-5.3% | $4,933-22.0% | $2,726+41.1% |
| Participant deferral / active EE | $9,344 | $7,990+16.9% | $8,070+15.8% | $4,647+101.1% |
| Admin fee / account holder | $104 | $337-69.3% | $12,998-99.2% | $430-75.9% |