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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $52,743 |
MBG RETIREMENT1 year Service code 99 · EIN 76-0392127 | Other Fees | $44,116 |
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 | $67,141 | $75,388-10.9% | $123,544-45.7% | $55,725+20.5% |
| Participation rate | 78.8% | 75.7%+3.1pp | 82.3%-3.5pp | 70.9%+8.0pp |
| Annual return | -5.35% | 4.48%-9.8pp | 119.20%-124.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,211 | $3,063-60.5% | $4,628-73.8% | $2,078-41.7% |
| Participant deferral / active EE | $7,007 | $5,651+24.0% | $6,426+9.1% | $3,356+108.8% |
| Admin fee / account holder | $108 | $120-9.8% | $9,284-98.8% | $115-6.2% |