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 | $180,268 |
CALLAN LLC3+ years Filed as: CALLAN ASSOCIATES, INC. Service code 70 · EIN 94-2192581 | Consulting Fees | $34,979 |
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 | $120,291 | $221,442-45.7% | $92,233+30.4% | $77,958+54.3% |
| Participation rate | 93.9% | 79.6%+14.3pp | 76.5%+17.4pp | 71.6%+22.2pp |
| Annual return | 17.58% | 15.65%+1.9pp | 176.28%-158.7pp | 20.87%-3.3pp |
| Employer contribution / active EE | $4,287 | $3,226+32.9% | $3,679+16.5% | $2,310+85.5% |
| Participant deferral / active EE | $7,943 | $2,779+185.8% | $3,897+103.8% | $3,537+124.6% |
| Admin fee / account holder | $79 | $210-62.4% | $5,194-98.5% | $97-19.1% |