Filed January 10, 2006 (most recent of 3 filings on file)
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 | $639,143 |
CALLAN LLC1 year Filed as: CALLAN LLC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $187,500 |
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $136,500 |
DLA PIPER1 year Filed as: DLA PIPER, LLP Service code 29 · EIN 52-0616490 | Legal | $35,029 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $323,079 | $139,618+131.4% | $100,516+221.4% | $106,222+204.2% |
| Participation rate | 91.4% | 83.2%+8.2pp | 79.4%+12.0pp | 70.8%+20.6pp |
| Annual return | 22.51% | 22.24%+0.3pp | 30.89%-8.4pp | 21.69%+0.8pp |
| Employer contribution / active EE | $3,858 | $3,379+14.2% | $3,418+12.9% | $2,723+41.6% |
| Participant deferral / active EE | $16,314 | $8,459+92.8% | $6,270+160.2% | $4,600+254.6% |
| Admin fee / account holder | $43 | $91-52.9% | $8,081-99.5% | $78-45.4% |