Filed November 19, 2024 (most recent of 6 filings on file)
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 HOLDINGS SECURITIES INC5 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $61,714 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $39,765 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW & CO., P.C. Service code 50 · EIN 38-2492570 | Direct Payment | $11,000 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISERS, INC. Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
PIMCO FUNDS5 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,564 | $111,491-34.0% | $189,513-61.2% | $86,799-15.2% |
| Participation rate | 94.4% | 87.3%+7.1pp | 87.8%+6.6pp | 72.3%+22.2pp |
| Annual return | 12.05% | 83.50%-71.4pp | 555.15%-543.1pp | 97.91%-85.9pp |
| Employer contribution / active EE | $3,963 | $3,951+0.3% | $6,162-35.7% | $2,405+64.8% |
| Participant deferral / active EE | $3,440 | $6,437-46.6% | $8,221-58.2% | $4,131-16.7% |
| Admin fee / account holder | $95 | $189-49.9% | $12,045-99.2% | $170-44.2% |