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 |
|---|---|---|
BALLEW ADVISORS3 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $19,063 |
HADDOX REID EUBANK & BETTS, LLC5+ years Service code 10 · EIN 64-0414329 | Accounting | $6,453 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $1,965 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,618 | $78,422-45.7% | $95,952-55.6% | $79,858-46.6% |
| Participation rate | 83.5% | 73.5%+10.0pp | 77.1%+6.4pp | 69.6%+13.9pp |
| Annual return | 8.36% | 19.37%-11.0pp | 91.61%-83.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $993 | $1,945-48.9% | $2,541-60.9% | $2,471-59.8% |
| Participant deferral / active EE | $3,085 | $3,440-10.3% | $4,167-26.0% | $3,740-17.5% |
| Admin fee / account holder | $323 | $5,622-94.2% | $6,795-95.2% | $5,306-93.9% |