Filed May 12, 2009 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS3 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $14,214 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $5,668 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,684 | $111,608-37.6% | $177,821-60.8% | $73,409-5.1% |
| Participation rate | 91.5% | 87.9%+3.7pp | 87.7%+3.8pp | 72.2%+19.4pp |
| Annual return | 33.57% | 18.23%+15.3pp | 48.32%-14.8pp | 59.29%-25.7pp |
| Employer contribution / active EE | $2,036 | $3,796-46.4% | $5,918-65.6% | $2,234-8.8% |
| Participant deferral / active EE | $3,535 | $6,199-43.0% | $7,714-54.2% | $3,805-7.1% |
| Admin fee / account holder | $52 | $166-68.3% | $12,427-99.6% | $158-66.8% |