Filed July 9, 2007
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 37 · EIN 04-2647786 | Loan Processing | $197,111 |
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES, INC. Service code 70 · EIN 94-2192581 | Consulting Fees | $170,858 |
SUTTON FROST CARY LLP1 year Service code 10 · EIN 75-2593210 | Accounting | $18,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $105,577 | $54,392+94.1% | $84,750+24.6% | $63,975+65.0% |
| Participation rate | 93.9% | 76.9%+17.1pp | 76.6%+17.3pp | 71.1%+22.8pp |
| Annual return | 7.50% | 611.38%-603.9pp | 22.78%-15.3pp | 48.65%-41.2pp |
| Employer contribution / active EE | $4,071 | $2,943+38.3% | $3,574+13.9% | $2,182+86.6% |
| Participant deferral / active EE | $7,481 | $2,593+188.6% | $3,712+101.6% | $3,356+122.9% |
| Admin fee / account holder | $137 | $136+1.0% | $5,332-97.4% | $70+94.8% |