Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 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 LLC3+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $139,117 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $48,853 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,598 | $177,276-14.5% | $115,752+31.0% | $177,276-14.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 77.8%+22.2pp | 74.8%+25.2pp |
| Annual return | 16.37% | 21.25%-4.9pp | 19.41%-3.0pp | 21.25%-4.9pp |
| Employer contribution / active EE | $9,020 | $2,479+263.9% | $3,492+158.3% | $2,479+263.9% |
| Participant deferral / active EE | $6,949 | $3,881+79.1% | $5,204+33.5% | $3,881+79.1% |
| Admin fee / account holder | $14 | $154-90.9% | $6,278-99.8% | $154-90.9% |