Filed May 24, 2001
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $333,315 |
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $121,665 |
LUBA KING1 year Service code 56 PRINTPACK INC · ATLANTA, GA 30339 | Non-monetary compensation | $0 |
Filed as: MELISSA DALTON Service code 56 PRINTPACK INC · ATLANTA, GA 30339 | Non-monetary compensation | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
TODD EUGENE HOLT1 year Filed as: TODD HANSON Service code 56 PRINTPACK INC · ATLANTA, GA 30339 | Non-monetary compensation | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,538 | $82,279+19.8% | $77,999+26.3% | $63,975+54.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 75.5%+24.5pp | 71.1%+28.9pp |
| Annual return | 6.22% | 11.20%-5.0pp | 425.96%-419.7pp | 48.65%-42.4pp |
| Employer contribution / active EE | $2,560 | $3,297-22.4% | $2,470+3.6% | $2,182+17.3% |
| Participant deferral / active EE | $5,264 | $4,538+16.0% | $3,497+50.5% | $3,356+56.8% |
| Admin fee / account holder | $169 | $81+107.1% | $5,480-96.9% | $70+139.3% |