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 | $447,923 |
CALLAN LLC6+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $71,810 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,505 | $124,049+78.6% | $95,952+130.9% | $93,223+137.6% |
| Participation rate | 91.9% | 88.4%+3.5pp | 77.1%+14.8pp | 74.9%+17.0pp |
| Annual return | 17.22% | 22.17%-4.9pp | 91.61%-74.4pp | 19.29%-2.1pp |
| Employer contribution / active EE | $5,259 | $3,478+51.2% | $2,541+107.0% | $2,680+96.3% |
| Participant deferral / active EE | $16,688 | $6,147+171.5% | $4,167+300.5% | $4,563+265.7% |
| Admin fee / account holder | $63 | $73-12.8% | $6,795-99.1% | $79-20.0% |