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 | $428,574 |
CALLAN LLC1 year Filed as: CALLAN, LLC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $139,263 |
THOMPSON HINE4+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $75,117 |
MOSS ADAMS LLP2 years 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 | $155,952 | $96,261+62.0% | $76,768+103.1% | $68,904+126.3% |
| Participation rate | 90.4% | 87.0%+3.4pp | 77.0%+13.5pp | 74.1%+16.3pp |
| Annual return | -4.77% | -0.85%-3.9pp | 2.43%-7.2pp | 1.07%-5.8pp |
| Employer contribution / active EE | $4,964 | $3,303+50.3% | $2,485+99.7% | $2,540+95.4% |
| Participant deferral / active EE | $14,521 | $5,537+162.3% | $3,852+277.0% | $4,015+261.6% |
| Admin fee / account holder | $82 | $73+12.9% | $6,675-98.8% | $71+15.4% |