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) | $128,502 |
MBG RETIREMENT2 years Service code 99 · EIN 76-0392127 | Other Fees | $56,361 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PANNELL KERR FORSTER OF TEXAS, P Service code 99 · EIN 22-2000222 | Other Fees | $7,533 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,001 | $88,122-14.9% | $141,162-46.9% | $67,579+11.0% |
| Participation rate | 69.2% | 76.5%-7.3pp | 82.5%-13.3pp | 71.3%-2.1pp |
| Annual return | 24.00% | 75.40%-51.4pp | 71.39%-47.4pp | 378.56%-354.6pp |
| Employer contribution / active EE | $1,184 | $3,224-63.3% | $4,735-75.0% | $2,148-44.9% |
| Participant deferral / active EE | $6,577 | $5,958+10.4% | $6,709-2.0% | $3,539+85.8% |
| Admin fee / account holder | $238 | $131+82.2% | $10,261-97.7% | $142+67.6% |