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 9-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 Filed as: M HOLDINGS SECURITIES INC. Service code 99 · EIN 62-1259536 | Other Fees | $44,347 |
ACUFF & ASSOCIATES, INC.3 years Filed as: ACUFF & ASSOCIATES Service code 49 PO BOX 2208 · WACO, TX 76703 | Other Services | $8,340 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,742 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,085 | $82,917-51.7% | $103,333-61.2% | $77,643-48.4% |
| Participation rate | 87.9% | 71.6%+16.4pp | 74.5%+13.4pp | 70.6%+17.3pp |
| Annual return | 15.05% | 19.13%-4.1pp | 24.88%-9.8pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,985 | $3,552-15.9% | $3,868-22.8% | $2,726+9.5% |
| Participant deferral / active EE | $3,688 | $4,108-10.2% | $5,057-27.1% | $4,647-20.6% |
| Admin fee / account holder | $177 | $638-72.3% | $8,355-97.9% | $430-58.9% |