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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 |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $22,272 |
MBG RETIREMENT3 years Service code 26 · EIN 76-0392127 11700 KATY FREEWAY · HOUSTON, TX 77079 | Advisory (Participants) | $14,179 |
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.
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 | $43,402 | $56,972-23.8% | $182,532-76.2% | $65,185-33.4% |
| Participation rate | 70.8% | 66.5%+4.3pp | 78.0%-7.1pp | 70.2%+0.6pp |
| Annual return | 16.74% | 27.67%-10.9pp | 148.54%-131.8pp | 29.38%-12.6pp |
| Employer contribution / active EE | $1,375 | $1,615-14.8% | $4,076-66.3% | $2,177-36.8% |
| Participant deferral / active EE | $2,414 | $3,526-31.5% | $5,524-56.3% | $3,514-31.3% |
| Admin fee / account holder | $318 | $528-39.8% | $8,592-96.3% | $847-62.5% |