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, LLC2+ years Filed as: MJM401K, LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $13,365 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $7,671 |
TRI-AD ACTUARIES, INC.2+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $1,992 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $18,743 | $30,599-38.7% | $74,583-74.9% | $57,658-67.5% |
| Participation rate | 84.4% | 49.1%+35.2pp | 68.1%+16.3pp | 70.2%+14.1pp |
| Annual return | 6.89% | 14.24%-7.3pp | 20.47%-13.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,697 | $1,805-6.0% | $3,458-50.9% | $3,061-44.5% |
| Admin fee / account holder | $49 | $98-50.3% | $4,138-98.8% | $95-48.5% |