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 INC6 years Filed as: M. HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 | Advisory (Participants) | $26,800 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $23,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,897 | $59,417+12.6% | $93,606-28.5% | $74,495-10.2% |
| Participation rate | 85.3% | 59.7%+25.6pp | 68.7%+16.6pp | 67.2%+18.1pp |
| Annual return | 14.12% | 81.83%-67.7pp | 133.20%-119.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,243 | $1,264-1.6% | $2,420-48.6% | $2,623-52.6% |
| Participant deferral / active EE | $2,354 | $3,050-22.8% | $4,411-46.6% | $4,346-45.8% |
| Admin fee / account holder | $488 | $3,021-83.8% | $8,285-94.1% | $1,942-74.9% |