Filed July 6, 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.
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 |
|---|---|---|
Filed as: CAMMACK LERHETTE ADVISORS, LLC Service code 16 · EIN 94-1737782 | Consulting | $67,155 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $20,115 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,476 | $46,173+13.7% | $170,442-69.2% | $69,631-24.6% |
| Participation rate | 97.8% | 63.9%+33.9pp | 83.6%+14.2pp | 70.7%+27.1pp |
| Annual return | 17.18% | 21.62%-4.4pp | 205.93%-188.8pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,673 | $1,610+3.9% | $5,433-69.2% | $2,032-17.7% |
| Participant deferral / active EE | $3,008 | $2,080+44.6% | $4,939-39.1% | $3,224-6.7% |
| Admin fee / account holder | $215 | $116+85.7% | $13,880-98.4% | $110+95.0% |