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 5-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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $20,987 |
BALLEW ADVISORS4+ years Service code 51 · EIN 64-0797641 | Investment Mgmt Fees | $16,058 |
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 | $39,392 | $54,701-28.0% | $86,188-54.3% | $71,457-44.9% |
| Participation rate | 82.8% | 60.1%+22.7pp | 69.0%+13.9pp | 67.9%+14.9pp |
| Annual return | 14.06% | 20.06%-6.0pp | 1168.45%-1154.4pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,406 | $1,265+11.1% | $2,380-40.9% | $2,588-45.7% |
| Participant deferral / active EE | $4,446 | $3,108+43.0% | $3,985+11.6% | $4,289+3.7% |
| Admin fee / account holder | $241 | $1,922-87.5% | $6,852-96.5% | $1,587-84.8% |