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) | $165,448 |
MBG RETIREMENT3 years Filed as: MBG RETIREMENT PLANS, INC. Service code 99 · EIN 76-0392127 | Other Fees | $75,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,368 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,203 |
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 | $86,120 | $107,459-19.9% | $135,903-36.6% | $80,160+7.4% |
| Participation rate | 73.3% | 78.0%-4.8pp | 81.9%-8.7pp | 72.9%+0.3pp |
| Annual return | 22.34% | 91.91%-69.6pp | 68.23%-45.9pp | 40.38%-18.0pp |
| Employer contribution / active EE | $2,992 | $3,877-22.8% | $4,856-38.4% | $2,978+0.5% |
| Participant deferral / active EE | $7,621 | $8,195-7.0% | $7,758-1.8% | $5,017+51.9% |
| Admin fee / account holder | $183 | $127+44.5% | $10,762-98.3% | $145+26.5% |