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 | $554,831 |
CALLAN LLC4 years Filed as: CALLAN LLC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $200,112 |
PRICEWATERHOUSECOOPERS LLP9+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $155,000 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $64,100 |
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 | $354,260 | $141,418+150.5% | $94,646+274.3% | $96,393+267.5% |
| Participation rate | 95.6% | 86.8%+8.7pp | 80.8%+14.7pp | 71.3%+24.3pp |
| Annual return | 24.99% | 21.96%+3.0pp | 156.71%-131.7pp | 22.88%+2.1pp |
| Employer contribution / active EE | $5,899 | $4,361+35.3% | $3,672+60.6% | $3,238+82.2% |
| Participant deferral / active EE | $25,710 | $10,695+140.4% | $7,418+246.6% | $5,455+371.3% |
| Admin fee / account holder | $31 | $82-62.1% | $7,231-99.6% | $74-57.7% |