Filed October 18, 2004
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 |
|---|---|---|
CALLAN LLC3 years Filed as: CALLAN Service code 16 600 MONTGOMERY STREET #800 · SAN FRANCISCO, CA 94111 | Consulting | $31,209 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,000 |
STOEL RIVES LLP6 years Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $15,139 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC. Service code 16 · EIN 74-3257877 | Consulting | $8,479 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,485 | $67,512+399.9% | $185,823+81.6% | $93,030+262.8% |
| Participation rate | 97.6% | 67.1%+30.4pp | 81.7%+15.9pp | 73.9%+23.7pp |
| Annual return | 17.80% | 21.04%-3.2pp | 122.05%-104.3pp | 158.70%-140.9pp |
| Employer contribution / active EE | $3,305 | $1,783+85.3% | $5,167-36.0% | $2,706+22.1% |
| Participant deferral / active EE | $18,357 | $3,035+504.8% | $5,568+229.7% | $4,562+302.4% |
| Admin fee / account holder | -$170 | $318-153.4% | $16,237-101.0% | $152-211.8% |