Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CALLAN LLC8+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $198,412 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $36,000 |
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 | $157,081 | $89,394+75.7% | $115,756+35.7% | $89,394+75.7% |
| Participation rate | 98.5% | 71.3%+27.2pp | 77.1%+21.4pp | 71.3%+27.2pp |
| Annual return | -16.71% | -11.89%-4.8pp | 143.14%-159.9pp | -11.89%-4.8pp |
| Employer contribution / active EE | $9,453 | $3,022+212.8% | $3,793+149.2% | $3,022+212.8% |
| Participant deferral / active EE | $8,286 | $5,123+61.7% | $6,254+32.5% | $5,123+61.7% |
| Admin fee / account holder | $13 | $79-83.4% | $8,124-99.8% | $79-83.4% |