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 | $437,222 |
CALLAN LLC1 year Service code 27 · EIN 94-2192581 | Advisory (Plan) | $135,866 |
Filed as: THOMSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $111,180 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $24,780 |
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 | $163,324 | $100,589+62.4% | $136,294+19.8% | $177,276-7.9% |
| Participation rate | 90.2% | 77.4%+12.7pp | 81.9%+8.2pp | 74.8%+15.3pp |
| Annual return | 20.14% | 39.18%-19.0pp | 5155.94%-5135.8pp | 21.25%-1.1pp |
| Employer contribution / active EE | $4,843 | $3,259+48.6% | $4,695+3.1% | $2,479+95.4% |
| Participant deferral / active EE | $13,690 | $5,830+134.8% | $6,247+119.1% | $3,881+252.8% |
| Admin fee / account holder | $89 | $55+63.0% | $9,243-99.0% | $154-42.1% |