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 | $918,368 |
CALLAN LLC3 years Filed as: CALLAN LLC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $115,875 |
DLA PIPER3 years Filed as: DLA PIPER, LLP Service code 29 · EIN 52-0616490 | Legal | $25,880 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,190 | $125,578+124.7% | $86,436+226.5% | $89,394+215.7% |
| Participation rate | 94.2% | 86.1%+8.0pp | 80.3%+13.9pp | 71.3%+22.9pp |
| Annual return | -21.23% | -16.42%-4.8pp | 4394.89%-4416.1pp | -11.89%-9.3pp |
| Employer contribution / active EE | $5,037 | $4,137+21.7% | $3,769+33.7% | $3,022+66.7% |
| Participant deferral / active EE | $20,666 | $9,976+107.1% | $6,952+197.3% | $5,123+303.4% |
| Admin fee / account holder | $31 | $94-67.4% | $6,731-99.5% | $79-61.4% |