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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $115,606 |
Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 94-1737782 | Consulting | $67,980 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $48,457 | $37,196+30.3% | $154,107-68.6% | $55,725-13.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -4.08% | 1319.68%-1323.8pp | 735.12%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,477 | $1,614+53.5% | $5,298-53.2% | $2,078+19.2% |
| Participant deferral / active EE | $3,176 | $2,068+53.6% | $5,081-37.5% | $3,356-5.3% |
| Admin fee / account holder | $231 | $102+127.0% | $13,411-98.3% | $115+100.2% |