Filed July 19, 1
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 | $5,657 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,127 | $136,307-64.7% | $177,821-72.9% | $73,488-34.5% |
| Participation rate | 78.6% | 86.1%-7.5pp | 87.7%-9.2pp | 70.7%+7.9pp |
| Annual return | 14.92% | 18.68%-3.8pp | 48.32%-33.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,450 | $3,712-61.0% | $5,918-75.5% | $2,270-36.1% |
| Participant deferral / active EE | $2,554 | $5,829-56.2% | $7,714-66.9% | $3,740-31.7% |
| Admin fee / account holder | $13 | $596-97.8% | $12,427-99.9% | $513-97.4% |