Filed September 21, 1999
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 |
|---|---|---|
CALFEE HALTER & GRISWOLD LLP3 years Filed as: CALFEE, HALTER & GRISWOLD Service code 29 · EIN 34-0732302 | Legal | $12,808 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,518 | $76,173+0.5% | $81,382-6.0% | $199,593-61.7% |
| Participation rate | 86.2% | 76.3%+9.9pp | 69.5%+16.7pp | 72.0%+14.2pp |
| Annual return | 11.51% | 15.59%-4.1pp | 24.73%-13.2pp | 34.25%-22.7pp |
| Employer contribution / active EE | $2,557 | $2,792-8.4% | $2,463+3.8% | $3,034-15.7% |
| Participant deferral / active EE | $5,166 | $4,201+23.0% | $3,883+33.0% | $5,087+1.6% |
| Admin fee / account holder | $4 | $146-97.4% | $5,768-99.9% | $269-98.6% |