Plan Ledger DOL Form 5500 · updated monthly

Mbh Settlement Group, Lc401(k)

MBH SETTLEMENT GROUP 401(K) PLAN · CHANTILLY, VA · plan year 2022

Reported admin expense ratio · 2022
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Mbh Settlement Group, Lc reported $569 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,529 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Virginia (1,664th of 2,266), and 1,344th of 2,096 in real estate & leasing. In 2022, employees put in $3.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,947,528
Participants with balances96
Active participants72
Employer contributions$182,119
Employee contributions$624,802
Employer contribution per active participant$2,529
Average account balance$72,370
Benefits paid to participants$299,357
Plan auditUnmodified (clean) audit opinion
The Mbh Settlement Group, Lc 401(k) match · 2022
Employer contribution per active participant$2,529
Median for plans this size$1,114

Mbh Settlement Group, Lc's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$569 · 0.01%
Similar plansReal Estate & Leasing · Virginia
Evertree Insurance LLC VA$5.1M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541693826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.