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 ADVISORS4 years Service code 16 · EIN 20-4668732 | Consulting | $20,361 |
Service code 60 · EIN 04-4627786 | Sub-TA Fees | -$248,907 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,271 | $67,512-46.3% | $185,823-80.5% | $93,030-61.0% |
| Participation rate | 84.4% | 67.1%+17.3pp | 81.7%+2.7pp | 73.9%+10.5pp |
| Annual return | 13.31% | 21.04%-7.7pp | 122.05%-108.7pp | 158.70%-145.4pp |
| Employer contribution / active EE | $3,171 | $1,783+77.9% | $5,167-38.6% | $2,706+17.2% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $4 | $318-98.9% | $16,237-100.0% | $152-97.7% |