Filed November 9, 2022 (most recent of 5 filings on file)
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 |
|---|---|---|
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $9,581 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $9,087 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,692 |
Form 5500 reported that benefits due were not provided when due.
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 | $57,780 | $37,213+55.3% | $156,549-63.1% | $63,975-9.7% |
| Participation rate | 71.7% | 65.0%+6.8pp | 84.0%-12.3pp | 71.1%+0.6pp |
| Annual return | 8.24% | 47.89%-39.6pp | 32.23%-24.0pp | 48.65%-40.4pp |
| Employer contribution / active EE | $414 | $1,357-69.5% | $5,501-92.5% | $2,182-81.0% |
| Participant deferral / active EE | $3,197 | $2,070+54.4% | $4,871-34.4% | $3,356-4.7% |
| Admin fee / account holder | $18 | $56-68.1% | $13,027-99.9% | $70-74.5% |