Filed October 9, 2012
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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 16 · EIN 20-4668732 | Consulting | $61,750 |
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $39,259 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $800 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409681 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,805 | $37,039+29.1% | $147,614-67.6% | $59,188-19.2% |
| Participation rate | 61.5% | 63.8%-2.3pp | 84.6%-23.2pp | 69.4%-8.0pp |
| Annual return | 5.51% | 7.19%-1.7pp | 61.98%-56.5pp | 5.51%0pp |
| Employer contribution / active EE | $559 | $1,353-58.6% | $5,564-89.9% | $2,098-73.3% |
| Participant deferral / active EE | $2,552 | $2,094+21.9% | $4,895-47.9% | $3,265-21.8% |
| Admin fee / account holder | $100 | $60+65.5% | $11,611-99.1% | $92+8.1% |