Filed February 20, 2007 (most recent of 5 filings on file)
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; Float rev... | $208,324 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE Service code 27 · EIN 20-4668732 | Advisory (Plan) | $78,173 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $43,485 |
BLUM SHAPIRO2+ years Service code 10 · EIN 06-1009205 | Accounting | $15,500 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $64,303 | $37,213+72.8% | $156,549-58.9% | $63,975+0.5% |
| Participation rate | 77.4% | 65.0%+12.4pp | 84.0%-6.6pp | 71.1%+6.2pp |
| Annual return | 8.77% | 47.89%-39.1pp | 32.23%-23.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $3,307 | $1,357+143.7% | $5,501-39.9% | $2,182+51.6% |
| Participant deferral / active EE | $4,110 | $2,070+98.6% | $4,871-15.6% | $3,356+22.5% |
| Admin fee / account holder | $78 | $56+39.2% | $13,027-99.4% | $70+11.3% |