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 | Sales loads (front end and deferred);... | $159,972 |
CAMMACK LARHETTE ADVISORS3 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 94-1737782 | Consulting | $67,980 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Valuation (appraisals, etc.); Employe... | $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 | $64,265 | $52,293+22.9% | $178,490-64.0% | $73,409-12.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 14.87% | 34.75%-19.9pp | 151.07%-136.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $2,738 | $1,735+57.7% | $5,011-45.4% | $2,234+22.6% |
| Participant deferral / active EE | $3,833 | $2,332+64.4% | $5,202-26.3% | $3,805+0.7% |
| Admin fee / account holder | $241 | $127+89.6% | $13,984-98.3% | $158+52.9% |