Filed August 9, 2005
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 | $540,134 |
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 600 MONTGOMERY ST, SUITE 800 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $132,552 |
THOMPSON HINE2+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 312 WALNUT ST. · CINNCINATI, OH 45202 | Legal | $82,973 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $23,625 |
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 | $132,377 | $86,372+53.3% | $123,892+6.8% | $65,292+102.7% |
| Participation rate | 89.1% | 76.9%+12.1pp | 81.4%+7.7pp | 72.4%+16.7pp |
| Annual return | 9.26% | 11.27%-2.0pp | 47.52%-38.3pp | 11.84%-2.6pp |
| Employer contribution / active EE | $4,948 | $2,838+74.3% | $4,617+7.2% | $2,302+115.0% |
| Participant deferral / active EE | $13,595 | $5,625+141.7% | $5,984+127.2% | $3,579+279.9% |
| Admin fee / account holder | $95 | $53+79.1% | $8,357-98.9% | $57+64.9% |