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 |
|---|---|---|
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $40,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,828 | $111,491-32.0% | $189,513-60.0% | $86,799-12.6% |
| Participation rate | 87.5% | 87.3%+0.2pp | 87.8%-0.3pp | 72.3%+15.3pp |
| Annual return | 16.89% | 83.50%-66.6pp | 555.15%-538.3pp | 97.91%-81.0pp |
| Employer contribution / active EE | $2,394 | $3,951-39.4% | $6,162-61.1% | $2,405-0.5% |
| Participant deferral / active EE | $4,355 | $6,437-32.3% | $8,221-47.0% | $4,131+5.4% |
| Admin fee / account holder | $96 | $189-49.0% | $12,045-99.2% | $170-43.3% |