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 |
|---|---|---|
Filed as: MWG RETIREMENT PLAN SERVICES Service code 13 · EIN 72-1396518 | Contract Administrator | $20,862 |
BALLEW ADVISORS7 years Service code 26 · EIN 64-0797641 | Advisory (Participants) | $16,319 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,562 | $78,485-62.3% | $106,213-72.2% | $74,495-60.3% |
| Participation rate | 92.6% | 72.8%+19.8pp | 75.3%+17.4pp | 67.2%+25.4pp |
| Annual return | -18.02% | 15.95%-34.0pp | 116.14%-134.2pp | 1364.94%-1383.0pp |
| Employer contribution / active EE | $1,464 | $2,523-42.0% | $3,171-53.8% | $2,623-44.2% |
| Participant deferral / active EE | $4,111 | $4,322-4.9% | $5,016-18.0% | $4,346-5.4% |
| Admin fee / account holder | $258 | $2,232-88.4% | $11,033-97.7% | $1,942-86.7% |