Filed June 27, 2014 (most recent of 5 filings on file)
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 |
|---|---|---|
CALLEN LLC1 year Filed as: CALLEN ASSOCIATES Service code 16 · EIN 94-2192581 | Consulting | $25,000 |
JACKSON LEWIS P.C.2+ years Service code 29 · EIN 46-3862389 | Legal | $7,140 |
Filed as: FIDELITY INV INST OPER CO INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $82,865 | $82,683+0.2% | $133,980-38.2% | $65,292+26.9% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.1%+11.0pp | 72.4%+25.7pp |
| Annual return | 8.01% | 9.63%-1.6pp | 29.30%-21.3pp | 11.84%-3.8pp |
| Employer contribution / active EE | $2,772 | $3,583-22.6% | $5,211-46.8% | $2,302+20.4% |
| Participant deferral / active EE | $5,508 | $5,190+6.1% | $6,282-12.3% | $3,579+53.9% |
| Admin fee / account holder | $5 | $66-91.8% | $9,324-99.9% | $57-90.5% |