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 | $54,990 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,303 | $86,897-32.9% | $151,611-61.5% | $64,808-10.0% |
| Participation rate | 82.2% | 87.3%-5.1pp | 87.5%-5.3pp | 71.5%+10.7pp |
| Annual return | -6.05% | -3.57%-2.5pp | 3.33%-9.4pp | 32.82%-38.9pp |
| Employer contribution / active EE | $2,046 | $4,010-49.0% | $6,166-66.8% | $2,506-18.3% |
| Participant deferral / active EE | $3,658 | $6,690-45.3% | $8,363-56.3% | $4,310-15.1% |
| Admin fee / account holder | $104 | $153-31.9% | $11,616-99.1% | $188-44.5% |