Filed October 23, 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 | $117,012 |
Filed as: MJM401K, LLC Service code 10 · EIN 86-0882983 | Accounting | $60,000 |
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 | $48,657 | $35,600+36.7% | $87,507-44.4% | $63,975-23.9% |
| Participation rate | 91.6% | 56.1%+35.5pp | 73.8%+17.8pp | 71.1%+20.5pp |
| Annual return | 8.71% | 17.86%-9.1pp | 12.21%-3.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $809 | $854-5.2% | $2,550-68.3% | $2,182-62.9% |
| Participant deferral / active EE | $5,521 | $1,660+232.7% | $3,149+75.4% | $3,356+64.5% |
| Admin fee / account holder | $54 | $51+6.9% | $4,221-98.7% | $70-23.0% |