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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $58,000 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $22,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$142,918 |
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 | $65,713 | $88,874-26.1% | $123,544-46.8% | $75,289-12.7% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.3%+14.3pp | 72.4%+24.2pp |
| Annual return | -2.17% | 4.22%-6.4pp | 119.20%-121.4pp | -0.04%-2.1pp |
| Employer contribution / active EE | $2,492 | $3,256-23.5% | $4,628-46.2% | $2,405+3.6% |
| Participant deferral / active EE | $8,688 | $6,174+40.7% | $6,426+35.2% | $3,739+132.4% |
| Admin fee / account holder | -$11 | $95-112.0% | $9,284-100.1% | $102-111.0% |