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 HOLDING SECURITIES, INC.2 years Filed as: M HOLDING SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $35,941 |
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 | $132,641 | $59,186+124.1% | $76,768+72.8% | $56,287+135.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.10% | 6.62%-10.7pp | 2.43%-6.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $5,298 | $1,759+201.3% | $2,485+113.2% | $2,111+151.0% |
| Participant deferral / active EE | $10,127 | $3,255+211.1% | $3,852+162.9% | $3,350+202.3% |
| Admin fee / account holder | $12 | $489-97.6% | $6,675-99.8% | $521-97.8% |