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 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 |
|---|---|---|
MATRIX TRUST COMPANY4 years Service code 25 · EIN 75-3182674 | Directed Trustee | $2,273 |
CROWE LLP3 years Filed as: CROWE, LLC Service code 10 · EIN 35-0921680 | Accounting | $0 |
FIIOC3 years Filed as: FIIOC INC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $0 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $0 |
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 | $189,281 | $100,801+87.8% | $149,696+26.4% | $73,409+157.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 16.29% | 265.34%-249.0pp | 276.60%-260.3pp | 59.29%-43.0pp |
| Employer contribution / active EE | $4,639 | $3,312+40.1% | $4,644-0.1% | $2,234+107.7% |
| Participant deferral / active EE | $14,149 | $6,404+120.9% | $6,842+106.8% | $3,805+271.8% |
| Admin fee / account holder | $4 | $181-97.9% | $9,309-100.0% | $158-97.6% |