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.
| Provider | Service type | Compensation |
|---|---|---|
CALLAN LLC1+ years Filed as: CALLAN ASSOCIATES Service code 27 · EIN 94-2192581 | Advisory (Plan) | $123,157 |
Service code 11 100 PINE STREET SUITE 1050 · SAN FRANCISCO, CA 94111 | Actuarial | $106,709 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $57,234 |
US BANK1+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $43,684 |
SHEA LABAGH DOBBERSTEIN1+ years Service code 10 · EIN 94-2290202 | Accounting | $22,488 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $5,520 |
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -0.80% | -1.11%+0.3pp | -1.10%+0.3pp | -0.60%-0.2pp |
| Employer contribution / active EE | $0 | $11,820-100.0% | $27,248-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |