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 |
|---|---|---|
MY GROUP LLC1 year Filed as: HM&M GROUP, LLC Service code 10 · EIN 75-2409112 5005 LYNDON B JOHNSON FREEWAY · DALLAS, TX 75244 | Accounting | $25,040 |
Filed as: FIDELITY FINANCIAL Service code 27 900 SALEM STREET · SMITHFIELD, RI 02917 | Advisory (Plan) | $20,756 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD, SUITE 100 · ALBUQUERQUE, NM 87110 | Participant loan processing; Claims p... | $15,162 |
GEORGE JOHNSON & COMPANY3 years Filed as: GEORGE VALUATION ADVISORS Service code 34 15150 PRESTON ROAD, SUITE · DALLAS, TX 75248 | Valuation (appraisals, etc.) | $9,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,303 | $101,724+60.5% | $164,813-0.9% | $80,856+102.0% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.6%+21.3pp |
| Annual return | 13.27% | 16.72%-3.4pp | 69.93%-56.7pp | 35.59%-22.3pp |
| Employer contribution / active EE | $12,554 | $2,953+325.1% | $4,341+189.2% | $2,755+355.7% |
| Participant deferral / active EE | $5,915 | $4,477+32.1% | $6,031-1.9% | $4,296+37.7% |
| Admin fee / account holder | $592 | $8,227-92.8% | $12,690-95.3% | $6,918-91.4% |