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 SERCURITIES, INC. Service code 99 | Other Fees | $0 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 99 · EIN 06-1397347 | Other Fees | $0 |
Filed as: VOYA RET INS AND ANN CO Service code 99 | Other Fees | $0 |
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 | $182,292 | $73,638+147.6% | $95,952+90.0% | $73,488+148.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 14.92% | 16.78%-1.9pp | 91.61%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $4,721 | $1,863+153.4% | $2,541+85.8% | $2,270+108.0% |
| Participant deferral / active EE | $9,583 | $3,617+165.0% | $4,167+130.0% | $3,740+156.3% |
| Admin fee / account holder | $13 | $482-97.3% | $6,795-99.8% | $513-97.5% |