Filed October 15, 2008
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: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $48,333 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$101,393 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,031 | $96,458-26.4% | $136,294-47.9% | $77,958-8.9% |
| Participation rate | 97.4% | 75.4%+22.0pp | 81.9%+15.5pp | 71.6%+25.7pp |
| Annual return | 24.81% | 23.78%+1.0pp | 5155.94%-5131.1pp | 20.87%+3.9pp |
| Employer contribution / active EE | $2,543 | $3,144-19.1% | $4,695-45.8% | $2,310+10.0% |
| Participant deferral / active EE | $8,709 | $5,902+47.5% | $6,247+39.4% | $3,537+146.3% |
| Admin fee / account holder | -$7 | $80-108.6% | $9,243-100.1% | $97-107.1% |