Filed January 6, 2006
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 7-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 |
|---|---|---|
NMWMC2 years Service code 27 · EIN 39-2018056 | Advisory (Plan) | $19,771 |
MATRIX TRUST COMPANY5 years Filed as: MATRIX TRUST CO Service code 25 · EIN 75-3182674 | Directed Trustee | $15,760 |
FIIOC4 years Filed as: FIIOC, INC Service code 37 · EIN 04-2647786 | Loan Processing | $829 |
CROWE LLP3 years Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $0 |
MILLIMAN, INC.4 years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $0 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $203,209-100.0% | $159,436-100.0% | - |
| Participation rate | 0.0% | 77.0%-77.0pp | 82.8%-82.8pp | - |
| Annual return | -94.56% | 10.23%-104.8pp | 263.57%-358.1pp | - |
| Employer contribution / active EE | $0 | $2,919-100.0% | $4,829-100.0% | - |
| Participant deferral / active EE | $0 | $5,954-100.0% | $7,352-100.0% | - |
| Admin fee / account holder | $0 | $10,627-100.0% | $10,799-100.0% | - |