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 | $73,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,222 | $100,227-31.9% | $169,993-59.9% | $74,419-8.3% |
| Participation rate | 96.1% | 87.3%+8.7pp | 87.0%+9.1pp | 70.7%+25.3pp |
| Annual return | 21.29% | 66.08%-44.8pp | 53.37%-32.1pp | 34.38%-13.1pp |
| Employer contribution / active EE | $2,632 | $4,263-38.3% | $6,785-61.2% | $2,637-0.2% |
| Participant deferral / active EE | $4,506 | $7,143-36.9% | $10,408-56.7% | $4,528-0.5% |
| Admin fee / account holder | $134 | $234-42.7% | $12,815-99.0% | $348-61.4% |