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 | $57,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,865 | $129,021-34.2% | $184,203-53.9% | $77,643+9.3% |
| Participation rate | 96.4% | 87.3%+9.0pp | 86.8%+9.6pp | 70.6%+25.8pp |
| Annual return | 13.58% | 33.27%-19.7pp | 28.81%-15.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,799 | $4,413-36.6% | $6,427-56.5% | $2,726+2.7% |
| Participant deferral / active EE | $4,635 | $7,297-36.5% | $9,131-49.2% | $4,647-0.3% |
| Admin fee / account holder | $147 | $254-42.1% | $13,901-98.9% | $430-65.9% |