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 LLC2 years Filed as: CALLAN ASSOCIATES Service code 16 · EIN 94-2192581 | Consulting | $85,000 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $24,000 |
JACKSON LEWIS P.C.4+ years Service code 29 · EIN 46-3862389 | Legal | $17,000 |
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 | $87,503 | $104,281-16.1% | $140,016-37.5% | $68,904+27.0% |
| Participation rate | 97.7% | 89.1%+8.6pp | 87.5%+10.2pp | 74.1%+23.6pp |
| Annual return | -4.84% | -1.33%-3.5pp | 651.12%-656.0pp | 1.07%-5.9pp |
| Employer contribution / active EE | $3,210 | $4,070-21.1% | $5,606-42.7% | $2,540+26.4% |
| Participant deferral / active EE | $6,229 | $6,129+1.6% | $6,927-10.1% | $4,015+55.1% |
| Admin fee / account holder | $28 | $79-65.0% | $10,705-99.7% | $71-61.3% |