Filed May 11, 2017
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 8-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 |
|---|---|---|
MJM401KLLC1+ years Service code 16 · EIN 86-0882983 | Consulting | $61,417 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $57,210 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $171,739 | $155,795+10.2% | $136,294+26.0% | $69,631+146.6% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 0.00% | 232464.33%-232464.3pp | 5155.94%-5155.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $5,988 | $2,991+100.2% | $4,695+27.5% | $2,032+194.6% |
| Participant deferral / active EE | $9,495 | $5,394+76.0% | $6,247+52.0% | $3,224+194.5% |
| Admin fee / account holder | $198 | $128+54.5% | $9,243-97.9% | $110+79.4% |