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.
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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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $195,328 |
MBG RETIREMENT4 years Filed as: MBG RETIREMENT PLANS, INC. Service code 99 · EIN 76-0392127 | Other Fees | $75,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $44,930 |
29 funds of $250K or more; 22 lines in all, holding $102M of the plan's $103M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: T. Rowe Price Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $21.4M | 20.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $18.2M | 17.8% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $15.7M | 15.4% |
| Guaranteed Investment Contract Voya Retirement Insurance and Voya · Insurance contract Recordkeeper's own fund | $5.6M | 5.5% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $4.4M | 4.3% |
| New Perspective Fund Capital Group · Mutual fund | $4.3M | 4.2% |
| Eupac Fund Capital Group · Mutual fund | $4.3M | 4.2% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $4.2M | 4.1% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $3.0M | 2.9% |
| Loomis Sayles Core Plus Bond Fund Natixis IM · Mutual fund | $2.6M | 2.6% |
See the other 12 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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 | $95,466 | $122,186-21.9% | $146,958-35.0% | $199,593-52.2% |
| Participation rate | 79.6% | 78.3%+1.4pp | 82.2%-2.5pp | 72.0%+7.7pp |
| Annual return | 19.19% | 30.56%-11.4pp | 418.34%-399.1pp | 34.25%-15.1pp |
| Employer contribution / active EE | $2,946 | $4,093-28.0% | $4,933-40.3% | $3,034-2.9% |
| Participant deferral / active EE | $8,384 | $8,502-1.4% | $8,070+3.9% | $5,087+64.8% |
| Admin fee / account holder | $223 | $179+24.7% | $12,998-98.3% | $269-17.1% |