Filed February 5, 1998
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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $108,707 |
Filed as: WILLKIE, FARR AND GALLAGHER, LLP Service code 29 · EIN 13-5536844 | Legal | $86,500 |
CALLAN LLC1 year Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $17,667 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $109,578 | $112,134-2.3% | $149,718-26.8% | $80,976+35.3% |
| Participation rate | 98.1% | 87.3%+10.9pp | 87.1%+11.1pp | 68.3%+29.9pp |
| Annual return | 43.31% | 17.23%+26.1pp | 1501.63%-1458.3pp | 22.91%+20.4pp |
| Employer contribution / active EE | $2,906 | $3,991-27.2% | $5,445-46.6% | $2,402+21.0% |
| Participant deferral / active EE | $9,189 | $6,036+52.2% | $6,569+39.9% | $3,848+138.8% |
| Admin fee / account holder | $11 | $109-90.0% | $11,283-99.9% | $67-83.9% |