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 INC1+ years Service code 55 PO BOX 2207 · PORTLAND, OR 97208 | Other Commissions | $53,850 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,199 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,113 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,847 | $70,002+61.2% | $115,037-1.9% | $52,331+115.6% |
| Participation rate | 75.0% | 72.1%+2.9pp | 81.4%-6.4pp | 68.1%+6.9pp |
| Annual return | 1.60% | 4.04%-2.4pp | 26.14%-24.5pp | 4.54%-2.9pp |
| Employer contribution / active EE | $2,144 | $2,715-21.0% | $4,608-53.5% | $1,882+13.9% |
| Participant deferral / active EE | $8,695 | $4,920+76.7% | $6,026+44.3% | $3,022+187.7% |
| Admin fee / account holder | $27 | $566-95.2% | $8,175-99.7% | $592-95.4% |