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 | $298,830 |
CALLAN LLC3+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $136,944 |
WINDHAM BRANNON1 year Service code 10 · EIN 58-1763439 | Accounting | $24,593 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,556 | $90,410+24.5% | $91,001+23.7% | $77,958+44.4% |
| Participation rate | 98.0% | 86.4%+11.6pp | 75.6%+22.4pp | 71.6%+26.3pp |
| Annual return | 14.07% | 21.34%-7.3pp | 4.60%+9.5pp | 20.87%-6.8pp |
| Employer contribution / active EE | $2,536 | $3,392-25.2% | $2,456+3.3% | $2,310+9.8% |
| Participant deferral / active EE | $5,315 | $4,816+10.4% | $3,547+49.8% | $3,537+50.3% |
| Admin fee / account holder | $185 | $79+134.7% | $5,417-96.6% | $97+90.3% |