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 | $419,323 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,374 | $93,223-15.9% | $104,607-25.1% | $93,223-15.9% |
| Participation rate | 94.5% | 74.9%+19.5pp | 74.1%+20.4pp | 74.9%+19.5pp |
| Annual return | 32.42% | 19.29%+13.1pp | 340.46%-308.0pp | 19.29%+13.1pp |
| Employer contribution / active EE | $711 | $2,680-73.5% | $2,681-73.5% | $2,680-73.5% |
| Participant deferral / active EE | $7,227 | $4,563+58.4% | $3,740+93.3% | $4,563+58.4% |
| Admin fee / account holder | $56 | $79-29.6% | $6,473-99.1% | $79-29.6% |