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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $320,581 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $72,500 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $23,000 |
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 | $106,166 | $127,481-16.7% | $149,696-29.1% | $90,288+17.6% |
| Participation rate | 98.1% | 78.2%+19.8pp | 82.5%+15.6pp | 73.4%+24.7pp |
| Annual return | 22.96% | 57.78%-34.8pp | 276.60%-253.6pp | 53.97%-31.0pp |
| Employer contribution / active EE | $3,102 | $3,448-10.0% | $4,644-33.2% | $2,524+22.9% |
| Participant deferral / active EE | $10,837 | $6,975+55.4% | $6,842+58.4% | $4,232+156.1% |
| Admin fee / account holder | $66 | $152-56.3% | $9,309-99.3% | $114-41.9% |