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 INC2 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $24,972 |
STANCORP FINANCIAL GROUP5+ years Service code 10 · EIN 93-1253576 | Accounting | $24,104 |
Filed as: HUNNEX & SHOEMAKER Service code 27 · EIN 91-1072394 | Advisory (Plan) | $540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,996 | $54,045-9.3% | $115,157-57.5% | $65,185-24.8% |
| Participation rate | 60.2% | 63.5%-3.4pp | 75.9%-15.7pp | 70.2%-10.0pp |
| Annual return | 20.48% | 26.55%-6.1pp | 35.60%-15.1pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,365 | $1,653-17.4% | $3,179-57.1% | $2,177-37.3% |
| Participant deferral / active EE | $2,809 | $2,504+12.2% | $4,168-32.6% | $3,514-20.1% |
| Admin fee / account holder | $473 | $626-24.4% | $7,088-93.3% | $847-44.1% |