Filed February 6, 2001
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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $290,890 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: MJM 401(K), LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $44,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,875 | $70,961-74.8% | $108,579-83.5% | $65,292-72.6% |
| Participation rate | 92.1% | 80.9%+11.2pp | 79.6%+12.6pp | 72.4%+19.7pp |
| Annual return | 9.12% | 10.24%-1.1pp | -51.70%+60.8pp | 11.84%-2.7pp |
| Employer contribution / active EE | $447 | $1,833-75.6% | $3,758-88.1% | $2,302-80.6% |
| Participant deferral / active EE | $3,164 | $3,662-13.6% | $4,311-26.6% | $3,579-11.6% |
| Admin fee / account holder | $44 | $43+2.4% | $7,645-99.4% | $57-24.0% |