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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $112,771 |
CALLAN LLC2 years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $53,000 |
Filed as: WILLKIE, FARR AND GALLAGHER, LLP Service code 29 · EIN 13-5536844 | Legal | $15,826 |
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.
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 | $104,080 | $96,381+8.0% | $140,016-25.7% | $73,367+41.9% |
| Participation rate | 97.7% | 90.1%+7.6pp | 87.5%+10.2pp | 69.5%+28.2pp |
| Annual return | -2.42% | -4.30%+1.9pp | 651.12%-653.5pp | 173.45%-175.9pp |
| Employer contribution / active EE | $3,008 | $4,168-27.8% | $5,606-46.3% | $2,499+20.4% |
| Participant deferral / active EE | $9,509 | $6,186+53.7% | $6,927+37.3% | $4,033+135.8% |
| Admin fee / account holder | $9 | $100-91.3% | $10,705-99.9% | $68-87.4% |