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 |
|---|---|---|
CALLAN LLC1 year Filed as: CALLAN ASSOCIATES Service code 16 · EIN 94-2192581 | Consulting | $47,500 |
JACKSON LEWIS P.C.3+ years Service code 29 · EIN 46-3862389 | Legal | $15,924 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 50 · EIN 04-2647786 | Direct Payment | $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 | $94,575 | $96,400-1.9% | $149,718-36.8% | $177,276-46.7% |
| Participation rate | 98.2% | 88.9%+9.3pp | 87.1%+11.2pp | 74.8%+23.4pp |
| Annual return | 16.91% | 19.02%-2.1pp | 1501.63%-1484.7pp | 21.25%-4.3pp |
| Employer contribution / active EE | $2,973 | $3,680-19.2% | $5,445-45.4% | $2,479+19.9% |
| Participant deferral / active EE | $5,820 | $5,510+5.6% | $6,569-11.4% | $3,881+50.0% |
| Admin fee / account holder | $10 | $69-85.9% | $11,283-99.9% | $154-93.6% |