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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: MJM401K, LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $13,260 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $8,201 |
TRI-AD ACTUARIES, INC.1+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $7,577 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,437 | $27,330-28.9% | $67,711-71.3% | $55,191-64.8% |
| Participation rate | 76.6% | 47.5%+29.1pp | 67.5%+9.1pp | 69.2%+7.4pp |
| Annual return | -2.93% | 8.81%-11.7pp | 25.41%-28.3pp | 10.78%-13.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,851 | $1,709+8.3% | $3,585-48.4% | $3,046-39.3% |
| Admin fee / account holder | $68 | $109-37.9% | $4,255-98.4% | $91-25.3% |