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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) | $61,604 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $3,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,839 | $98,727-49.5% | $113,168-56.0% | $85,563-41.8% |
| Participation rate | 69.2% | 80.8%-11.6pp | 76.6%-7.4pp | 66.0%+3.2pp |
| Annual return | 24.90% | 17.43%+7.5pp | 24.27%+0.6pp | 31.51%-6.6pp |
| Employer contribution / active EE | $1,458 | $2,907-49.8% | $2,975-51.0% | $2,654-45.1% |
| Participant deferral / active EE | $3,857 | $5,424-28.9% | $5,107-24.5% | $4,375-11.8% |
| Admin fee / account holder | $329 | $357-7.8% | $12,068-97.3% | $834-60.6% |