Filed November 19, 2008 (most recent of 2 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 |
|---|---|---|
Filed as: CAMMACK RETIREMENT Service code 27 · EIN 46-4084533 | Advisory (Plan) | $20,566 |
Filed as: E.J. CALLAHAN & ASSOCIATES LLC Service code 10 · EIN 04-2103565 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,029 | $56,095+14.1% | $178,490-64.1% | $90,288-29.1% |
| Participation rate | 61.2% | 65.6%-4.4pp | 81.9%-20.8pp | 73.4%-12.2pp |
| Annual return | 15.79% | 28.81%-13.0pp | 151.07%-135.3pp | 53.97%-38.2pp |
| Employer contribution / active EE | $933 | $1,572-40.7% | $5,011-81.4% | $2,524-63.0% |
| Participant deferral / active EE | $3,163 | $2,669+18.5% | $5,202-39.2% | $4,232-25.3% |
| Admin fee / account holder | $26 | $101-73.8% | $13,984-99.8% | $114-76.9% |