Filed September 22, 1992
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 ADVISORS2 years Service code 16 · EIN 20-4668732 | Consulting | $9,731 |
Service code 60 · EIN 04-4627786 | Sub-TA Fees | -$141,109 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,180 | $47,456-38.5% | $172,739-83.1% | $77,787-62.5% |
| Participation rate | 84.2% | 66.3%+17.9pp | 82.6%+1.5pp | 73.2%+11.0pp |
| Annual return | 20.63% | 35.57%-14.9pp | 802.84%-782.2pp | 32.57%-11.9pp |
| Employer contribution / active EE | $2,572 | $1,574+63.4% | $5,143-50.0% | $2,504+2.7% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $4 | $81-95.2% | $13,954-100.0% | $100-96.2% |