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 | $12,460 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,632 | $130,194-71.9% | $169,993-78.5% | $71,457-48.7% |
| Participation rate | 94.1% | 86.1%+8.0pp | 87.0%+7.1pp | 67.9%+26.2pp |
| Annual return | 19.04% | 20.37%-1.3pp | 53.37%-34.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,987 | $4,381-54.7% | $6,785-70.7% | $2,588-23.2% |
| Participant deferral / active EE | $3,327 | $6,923-51.9% | $10,408-68.0% | $4,289-22.4% |
| Admin fee / account holder | $40 | $966-95.8% | $12,815-99.7% | $1,587-97.5% |