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 |
|---|---|---|
BALLEW ADVISORS9 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $31,244 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $6,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,503 | $66,098-37.2% | $101,794-59.2% | $74,304-44.1% |
| Participation rate | 84.3% | 53.8%+30.6pp | 69.2%+15.2pp | 60.3%+24.0pp |
| Annual return | 16.81% | 19.59%-2.8pp | 30.53%-13.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $879 | $1,082-18.8% | $2,289-61.6% | $2,241-60.8% |
| Participant deferral / active EE | $3,639 | $2,781+30.8% | $4,084-10.9% | $3,767-3.4% |
| Admin fee / account holder | $327 | $4,146-92.1% | $8,777-96.3% | $2,969-89.0% |