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 ADVISORS7 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $57,233 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $4,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,740 | $78,485-27.7% | $106,213-46.6% | $74,495-23.8% |
| Participation rate | 79.1% | 72.8%+6.3pp | 75.3%+3.8pp | 67.2%+11.9pp |
| Annual return | 12.79% | 15.95%-3.2pp | 116.14%-103.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,962 | $2,523-22.2% | $3,171-38.1% | $2,623-25.2% |
| Participant deferral / active EE | $3,406 | $4,322-21.2% | $5,016-32.1% | $4,346-21.6% |
| Admin fee / account holder | $369 | $2,232-83.5% | $11,033-96.7% | $1,942-81.0% |