Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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 |
|---|---|---|
CALLAN LLC6+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $4,361 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,243 | $111,608+178.9% | $177,821+75.0% | $73,409+324.0% |
| Participation rate | 84.7% | 87.9%-3.2pp | 87.7%-3.1pp | 72.2%+12.5pp |
| Annual return | 15.53% | 18.23%-2.7pp | 48.32%-32.8pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,818 | $3,796-25.8% | $5,918-52.4% | $2,234+26.1% |
| Participant deferral / active EE | $8,313 | $6,199+34.1% | $7,714+7.8% | $3,805+118.5% |
| Admin fee / account holder | $5 | $166-97.2% | $12,427-100.0% | $158-97.0% |