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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.
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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 |
|---|---|---|
Service code 99 | Other Fees | $31,873 |
MORNINGSTAR1 year Filed as: MORNINGSTAR EIN 36-3297908 Service code 27 | Advisory (Plan) | $1,029 |
M HOLDINGS SECURITIES INC7 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,552 | $80,724-32.4% | $103,333-47.2% | $74,495-26.8% |
| Participation rate | 89.4% | 65.7%+23.7pp | 74.5%+14.9pp | 67.2%+22.2pp |
| Annual return | 8.86% | 27.56%-18.7pp | 24.88%-16.0pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $1,566 | $3,157-50.4% | $3,868-59.5% | $2,623-40.3% |
| Participant deferral / active EE | $2,557 | $3,860-33.8% | $5,057-49.4% | $4,346-41.2% |
| Admin fee / account holder | $309 | $2,368-87.0% | $8,355-96.3% | $1,942-84.1% |